Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Harvey is a financial professional with over 20 years of experience in the industry. Kenneth has been a registered representative with Osaic Institutions, Inc. since 2013. Prior to that, Kenneth worked with Madison Avenue Securities, Inc. from 2009 to 2013, Wells Fargo Advisors, LLC from 2002 to 2009, Wachovia Securities, Inc. from 2000 to 2002 and Wachovia Brokerage Service from 1998 to 2000. Kenneth has a wide range of experience working with a variety of clients, including individuals, corporations, and charitable organizations. Kenneth provides financial planning, pension consulting, and portfolio management services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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VA
09/03/2013 - Present
Osaic Institutions, Inc. (LYNCHBURG VA)
VA
07/21/2009 - 09/03/2013
MADISON AVENUE SECURITIES, INC. (LYNCHBURG VA)
VA
06/15/2002 - 06/26/2009
WELLS FARGO ADVISORS, LLC (RUSTBURG VA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
12/11/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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