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Kenneth James Williams

Sunstreet Securities, LLC

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About Kenneth James Williams

Kenneth Williams is a financial professional with over 30 years of experience in the securities industry. Kenneth is currently registered with Sunstreet Securities, LLC. Kenneth also has previous experience with MML INVESTORS SERVICES, LLC and EQUITY SERVICES, INC. Kenneth holds multiple securities licenses including Series 6, 62, 63 and 65. Kenneth specializes in financial planning, portfolio management for individuals, and the selection of other advisors. Kenneth provides services to a variety of clients including high net worth individuals and individuals other than high net worth. Kenneth is licensed to provide investment advice in Washington.

Firm Information

Kenneth Williams is currently registered with Sunstreet Securities, LLC. Sunstreet Securities, LLC is a Limited Liability Company formed in January 2006. Headquartered in [Main Office Address], the firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Sunstreet Securities, LLC is registered with the SEC and in 38 states.

$5.70M

Assets Under Management

51

Total Clients

17

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from tpas

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Kenneth Williams’s Registration & Firm History

WA

06/01/2013 - Present

Sunstreet Securities, LLC (Kirkland WA)

WA

02/01/1989 - 05/31/2013

MML INVESTORS SERVICES, LLC (KIRLAND WA)

NA

09/21/1987 - 02/07/1989

EQUITY SERVICES, INC.

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Licenses & Designations

IA

Issued 08/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1999

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 09/18/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth James Williams.
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