Unclaimed
Kenneth Nesselroad is a financial advisor who has been in the industry since 2003. Kenneth is a Registered Representative with Wells Fargo Advisors Financial Network, LLC. Kenneth is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7, and Series 24 licenses. Kenneth has been registered with the Securities and Exchange Commission (SEC) for investment advisory 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/11/2018 - Present
Wells Fargo Advisors Financial Network, LLC (ZANESVILLE OH)
OH
10/01/2012 - 10/25/2018
J.P. MORGAN SECURITIES LLC (ZANESVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ZANESVILLE OH)
IL
03/22/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/08/2003 - 03/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/08/2003 - 03/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Nesselroad is the right advisor for you? Invested Better is here to help.