Unclaimed
Kenneth Marshall Stire is a financial advisor with over 30 years of experience in the financial services industry. Kenneth is currently registered with SPC in Michigan. Kenneth has also been previously registered with MID ATLANTIC CAPITAL CORPORATION, INTERSECURITIES, INC., PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC., and SUN INVESTMENT SERVICES COMPANY. Kenneth holds a Series 6, 7, 63, and 66 license and the SIE exam. Kenneth specializes in financial planning, portfolio management, and pension consulting.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
11/03/2017 - Present
SPC (Oxford MI)
MI
02/08/2012 - 10/31/2017
MID ATLANTIC CAPITAL CORPORATION (OAKLAND TOWNSHIP MI)
FL
09/15/1993 - 12/31/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
01/27/1993 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
MA
01/18/1985 - 11/26/1991
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BOTH
Issued 02/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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