Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James Wilkinson is a registered representative with Raymond James Financial Services Advisors, Inc. in Kalispell, Montana. Kenneth has over 47 years of experience in the securities industry, beginning his career in January 1976. Kenneth has a strong track record of success in the financial services industry, having worked with a number of firms over the years. Kenneth is dedicated to providing his clients with personalized financial advice and investment solutions.
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
MT
09/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (KALISPELL MT)
NA
07/24/1986 - 01/10/1990
DAIN BOSWORTH INCORPORATED
NA
07/30/1982 - 08/01/1986
BOETTCHER & COMPANY, INC.
NA
01/28/1976 - 08/05/1982
FOSTER & MARSHALL INC.
BC
Issued 10/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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