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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 Lawrence Agee is a financial advisor currently registered with Cetera Investment Advisers LLC. Kenneth has been in the industry since August 16, 1996, and holds various licenses including Series 6, Series 22, Series 62, Series 63, and Series 65. Kenneth specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kenneth previously worked for Sagepoint Financial, Inc., Questar Capital Corporation, National Planning Corporation, QA3 Financial Corp., Investors Capital Corp., FFP Securities, Inc., and New England Securities.
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.
A percentage of the total value of assets under management is charged.
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2
LA
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKE CHARLES LA)
LA
02/20/2018 - 06/12/2023
SAGEPOINT FINANCIAL, INC. (LAKE CHARLES LA)
LA
09/14/2011 - 03/01/2018
QUESTAR CAPITAL CORPORATION (LAKE CHARLES LA)
LA
03/02/2011 - 09/15/2011
NATIONAL PLANNING CORPORATION (LAKE CHARLES LA)
LA
06/10/2003 - 02/11/2011
QA3 FINANCIAL CORP. (LAKE CHARLES LA)
MA
04/03/2001 - 06/09/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MO
03/19/1998 - 04/06/2001
FFP SECURITIES, INC. (CHESTERFIELD MO)
NY
07/30/1996 - 03/19/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/29/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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