Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Paul Guerra is a financial advisor with over 30 years of experience in the industry. Kenneth has a wide range of experience having worked at several firms including ING Financial Partners, Inc., Woodbury Financial Services, Inc. and MW Management Company. Kenneth is currently registered with Independent Financial Group, LLC. Kenneth is registered in 20 states and is qualified to offer financial advice in both broker-dealer and investment advisor capacities.
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.
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.
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2
OR
03/04/2010 - Present
Independent Financial Group, LLC (GRANTS PASS OR)
OR
05/02/2001 - 02/26/2010
ING FINANCIAL PARTNERS, INC. (GRANTS PASS OR)
MN
10/08/1998 - 05/02/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
OH
09/17/1996 - 10/06/1998
MW MANAGEMENT COMPANY (EUCLID OH)
GA
03/19/1985 - 09/20/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/16/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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