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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 Jon Davis is a registered investment advisor representative with Columbia Management Investment Advisers, LLC, where he has been employed since September 2006. Kenneth has been in the securities industry since April 1995. Kenneth holds licenses for securities and investment advisory services in North Carolina and South Carolina. Kenneth has experience in investment advisory services, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for investment companies, and selection of other advisors. Kenneth's past employment includes Columbia Management Distributors, Inc., MFS Fund Distributors, Inc., RiverSource Investments, and RiverSource Fund Distributors, Inc.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (WAXHAW NC)
MA
09/21/2006 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
04/18/1995 - 09/11/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 11/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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