Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Holder is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been in the securities industry since August 25, 2018 and has been with Merrill Lynch since December 8, 2022. Kenneth has a Series 6, 7, 63, and 65 license and holds registrations in 53 states for both Broker-Dealer and Investment Adviser activities. Kenneth is experienced in providing investment advice to individuals, businesses, and institutions. In addition to investment management, Kenneth provides services such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, and educational seminars. Kenneth previously worked at VALIC FINANCIAL ADVISORS, INC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
07/24/2018 - 11/04/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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