Unclaimed
Kenneth J Uhlich is a financial advisor at Cornerstone Advisors LLC based in Fayetteville, AR. Kenneth has over 17 years of experience in the financial services industry. He previously worked at Park Avenue Securities LLC and Pruco Securities, LLC. Kenneth has a broad range of experience in financial planning, retirement planning, and portfolio management for both individuals and businesses. Kenneth is a Chartered Financial Consultant and holds the Series 6, 7, 24, 26, 63, and 66 securities licenses. Kenneth J Uhlich is dedicated to helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
04/17/2023 - Present
Cornerstone Advisors LLC (FAYETTEVILLE AR)
LA
01/27/2014 - 08/22/2022
PARK AVENUE SECURITIES LLC (METAIRIE LA)
LA
06/02/2011 - 01/22/2014
PRUCO SECURITIES, LLC. (METAIRIE LA)
LA
07/08/2005 - 06/02/2011
NYLIFE SECURITIES LLC (COVINGTON LA)
BOTH
Issued 12/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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