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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wilkinson is an investment advisor representative with Harvest Investment Services, LLC. Kenneth has been in the industry since 1994. Kenneth is a licensed investment advisor in the state of California. Kenneth is also a general agent for Equity Indexed Annuities with Jackson National Life, North American Life, Allianz, and Lafayette Life. Kenneth holds the Series 6, 7, 63 and 65 securities licenses. Kenneth is also a Certified Financial Planner (CFP). Kenneth has over 20 years of experience in the financial services industry. Kenneth specializes in providing financial planning and investment advisory services to individuals and families.
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.
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.
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2
IL
06/08/2012 - Present
Harvest Investment Services, LLC (OAKBROOK TERRACE IL)
CA
01/12/2001 - 12/31/2017
PROEQUITIES, INC. (DANVILLE CA)
CA
03/15/2000 - 01/23/2001
LONDON PACIFIC ADVISORS (SACRAMENTO CA)
DE
09/12/1994 - 03/15/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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