Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Williams is a financial advisor with over 40 years of experience in the financial services industry. Kenneth has been registered with Cetera Investment Advisers LLC since June 2023 and previously worked with Cetera Advisor Networks LLC and Williams Financial Advisors, Inc. Kenneth is a Certified Financial Planner and holds the Series 63, Series 24, SIE, Series 7, and Series 1 licenses. Kenneth Williams specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN CAPISTRANO CA)
CA
01/15/1986 - 04/02/2008
ASSOCIATED SECURITIES CORP. (SAN JUAN CAPISTRANO CA)
NA
09/29/1982 - 01/22/1986
TITAN CAPITAL CORPORATION
NA
10/05/1979 - 10/06/1982
FINANCIAL PLANNERS EQUITY CORPORATION
NA
06/25/1979 - 09/20/1979
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 01/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Williams is the right advisor for you? Invested Better is here to help.
