Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Grimes is a registered investment advisor representative with Osaic Institutions, Inc. Kenneth has been in the industry since 2007. Kenneth works in the SLOCOMB, AL office of Osaic Institutions, Inc. Kenneth holds Series 6, 7, 63, and 65 licenses. Kenneth is also registered as a Registered Investment Advisor (IA) in Alabama. Kenneth has experience working in financial services with various firms, including Wachovia Securities, LLC and Edward Jones. In addition to his work at Osaic Institutions, Inc., Kenneth is also the President and Loan Officer at Friend Bank.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
AL
02/18/2010 - Present
Osaic Institutions, Inc. (SLOCOMB AL)
AL
05/01/2007 - 08/21/2008
WACHOVIA SECURITIES, LLC (DOTHAN AL)
MO
12/11/2002 - 08/30/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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