Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Logsdon is a financial advisor with Wells Fargo Clearing Services, LLC. Kenneth has been in the financial services industry for 38 years. He has a Series 6, 7, 22, 63 and 65 licenses and is registered in Arizona, Florida and Texas. Kenneth has worked at UBS Paine Webber Inc, American Express Financial Advisors Inc and IDS Financial Services Inc. in the past. Kenneth offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
1
2
TX
07/16/2001 - Present
Wells Fargo Clearing Services, LLC (THE WOODLANDS TX)
NJ
09/04/1992 - 08/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
06/12/1985 - 08/04/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/10/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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