Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Courts is a registered investment advisor representative with over 10 years of experience in the financial services industry. He has held positions at Securities Service Network, LLC and Securities America, Inc. Kenneth is currently registered with Osaic Wealth, Inc., a firm that provides financial planning, retirement planning, asset management, and insurance services. Kenneth's expertise includes investment advisory services, portfolio management for individuals and businesses, and financial planning. He is committed to providing clients with personalized advice and strategies to help them 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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (Green Bay WI)
WI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WAUKESHA WI)
WI
06/10/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Waterloo WI)
MI
03/03/2014 - 06/08/2015
WELLS FARGO ADVISORS, LLC (ESCANABA MI)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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