Unclaimed
Kenneth Hamilton is a financial advisor with over 12 years of experience in the industry. Kenneth has a strong background in financial planning and portfolio management, and is committed to providing personalized service to his clients. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional, and he is registered with Kestra Advisory Services, LLC, where Kenneth serves as a managing member of the firm. Kenneth has previously worked with Foresters Financial Services, Inc., and Cetera Investment Services LLC. Kenneth serves individuals, families, small businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/04/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
06/20/2019 - 01/18/2023
CETERA INVESTMENT SERVICES LLC (SAN ANTONIO TX)
TX
07/29/2010 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
IA
Issued 06/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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