Unclaimed
Kenneth Saari is a financial advisor currently registered with Edward Jones. Kenneth has been in the financial industry since 2008 and has experience with Edward Jones and several other firms. Kenneth is currently registered with the states of Arizona, California, Florida, Idaho, Illinois, Maryland, Michigan, Minnesota, Nevada, North Carolina, Oklahoma, and Wisconsin. Kenneth holds a Series 7, Series 63, Series 66, and SIE licenses. Kenneth is also a member of the City of Montreal City Council and the Northern Iron County Engaged Residents (NICER) as well as the board of directors of the Penokee Rangers. Kenneth is also a specialist in providing financial advice to individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing 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.
See schedule d - miscellaneous
1
2
WI
04/06/2018 - Present
Edward Jones (HURLEY WI)
MN
11/01/2001 - 11/08/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (EDINA MN)
MN
03/28/2000 - 10/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/28/2000 - 10/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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