Unclaimed
Kenneth Martin is a financial professional with over 12 years of experience in the financial services industry. Kenneth is currently registered as a Registered Representative with Cambridge Investment Research Advisors, Inc. and has been with the firm since October 2020. Prior to joining Cambridge, Kenneth was employed by Voya Financial Advisors, Inc. Kenneth holds several professional licenses and registrations, including Series 66, Series 7TO and SIE. Kenneth specializes in providing a variety of financial services to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals through a personalized approach. Kenneth is committed to providing clients with the highest level of service and expertise.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
05/02/2020 - 05/07/2020
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
BOTH
Issued 06/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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