Unclaimed
Kenneth Jacob Brown is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is a registered representative of Raymond James Financial Services Advisors, Inc. and holds the Series 7, 9, 10, 63, and 65 securities licenses. Kenneth also has experience with Franklin/Templeton Distributors, Inc., Raymond James Financial Services, Inc. and Jackson Financial Group, LLC. Kenneth has extensive experience working with a variety of clients, including individuals, corporations, and retirement plans. Kenneth is committed to providing personalized financial advice and 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (KOKOMO IN)
FL
02/08/2006 - 07/17/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/05/2003 - 12/15/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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