Unclaimed
Kenneth Michael Jackson is a financial advisor with Truist Advisory Services, Inc., located in Calhoun, KY. Kenneth has been in the financial services industry since 2008. Kenneth is registered with the state of Kentucky and with FINRA. Kenneth holds the Series 7, Series 63, and Series 66 licenses. Kenneth has experience in providing financial planning, portfolio management, and other advisory services for individuals and businesses. Kenneth also owns a rental business.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
KY
02/17/2021 - Present
Truist Advisory Services, Inc. (CALHOUN KY)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
04/03/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (OWENSBORO KY)
IN
03/09/2016 - 04/04/2017
THRIVENT INVESTMENT MANAGEMENT INC. (EVANSVILLE IN)
TX
01/01/2013 - 08/04/2015
HD VEST INVESTMENT SERVICES (DALLAS TX)
KY
01/28/2010 - 12/31/2010
ALLSTATE FINANCIAL SERVICES, LLC (MADISONVILLE KY)
KY
08/11/2009 - 01/12/2010
NYLIFE SECURITIES LLC (SEBREE KY)
KY
10/28/2008 - 05/29/2009
H.D. VEST INVESTMENT SERVICES (MADISONVILLE KY)
BOTH
Issued 08/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Jackson is the right advisor for you? Invested Better is here to help.