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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Neil Martinson has been in the financial services industry for over 38 years. Kenneth Martinson is currently registered with Consolidated Portfolio Review Corp. as an Investment Advisor Representative and is licensed in AK, CA and TX. Previously, Kenneth Martinson was registered with KMS FINANCIAL SERVICES, INC., AURORA SECURITIES, ROYAL ALLIANCE ASSOCIATES, INC. and INTEGRATED RESOURCES EQUITY CORPORATION. Kenneth Martinson holds Series 63, Series 65, Series 7, Series 24 and SIE licenses. Kenneth Martinson is a financial professional dedicated to providing personalized financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. With extensive experience and a commitment to client success, Kenneth Martinson provides expert guidance to help clients achieve their financial goals.
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.
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.
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2
CA
04/12/2024 - Present
Consolidated Portfolio Review Corp. (WALNUT CREEK CA)
CA
12/19/2006 - 10/30/2020
KMS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
AK
03/26/1999 - 04/26/2007
AURORA SECURITIES (ANCHORAGE AK)
AZ
11/19/1989 - 07/28/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/04/1984 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 10/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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