Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Popovec is a financial professional with over 30 years of experience in the financial services industry. Kenneth is a registered representative of Stonex Advisors Inc. and a Certified Financial Planner. Kenneth has previously worked at WRP INVESTMENTS, INC. and American Express Financial Advisors Inc. Kenneth specializes in providing financial planning, portfolio management and consulting services for individuals, families, and businesses. Kenneth is committed to providing his clients with personalized financial advice and strategies that help them achieve 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.
Financial consulting services
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.
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2
OH
01/30/2015 - Present
Stonex Advisors Inc. (Canfield OH)
OH
03/22/2000 - 09/12/2014
WRP INVESTMENTS, INC. (CANFIELD OH)
MN
10/21/1987 - 04/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/21/1987 - 04/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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