Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Kladouris is an investment advisor representative at Diversify Advisory Services, LLC. Kenneth has been in the financial services industry since 2011 and has a wide range of experience, including securities, futures, and investment advisory services. Kenneth holds the Series 3, 7, 24, 31, and 66 licenses. Kenneth is also a registered investment advisor in California, Kentucky, Tennessee, and Wyoming. Kenneth is committed to providing clients with personalized financial planning and investment management services. Kenneth is also a partner and president of Platinum Wealth Group, a DBA for securities 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2023 - Present
Diversify Advisory Services, LLC (NEWPORT BEACH CA)
CA
01/17/2017 - 03/10/2020
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CA
05/09/2012 - 01/17/2017
NATIONAL SECURITIES CORPORATION (IRVINE CA)
CA
03/29/2011 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (SANTA ANA CA)
BOTH
Issued 04/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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