Unclaimed
Kenneth McGuire is a financial advisor with over 30 years of experience in the industry. Kenneth has a strong background in insurance sales and investment consulting. Kenneth is currently registered with Accurate Wealth Management, LLC in Florida, Massachusetts, and Texas. Kenneth is a registered representative of AAG Capital, Inc., and holds Series 6, 63, 65, and 26 licenses. In addition, Kenneth has also held positions at WORKMAN SECURITIES CORPORATION, INVESTORS CAPITAL CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Kenneth has experience providing financial planning, portfolio management, and selection of other advisors to individual clients. Kenneth also provides other financial services, such as hourly charges and performance-based fees.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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.
1
2
MA
07/16/2024 - Present
Accurate Wealth Management, LLC (West Yarmouth MA)
MA
01/03/2006 - 06/06/2008
WORKMAN SECURITIES CORPORATION (WEST YARMOUTH MA)
MA
06/02/1998 - 12/31/2005
INVESTORS CAPITAL CORP. (WEST YARMOUTH MA)
MA
02/06/1990 - 06/04/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/06/1990 - 06/04/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/17/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth McGuire is the right advisor for you? Invested Better is here to help.