Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lee Dehart is a financial advisor with Cambridge Investment Research Advisors, Inc. Kenneth has been working in the financial services industry since May 16, 2019. Kenneth is registered to provide investment advice in North Carolina. Kenneth is also a registered representative of Cambridge Investment Research, Inc. and is licensed to sell securities in North Carolina. Kenneth has a Series 6, Series 7, Series 63, Series 65 and SIE licenses. Kenneth has a long history of working with individuals and families to help them achieve their financial goals. Kenneth's areas of expertise include financial planning, retirement planning, college savings, and estate planning.
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
NC
09/10/2022 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
SC
05/05/2015 - 08/28/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA SC)
BC
Issued 09/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Dehart is the right advisor for you? Invested Better is here to help.
