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 Heckman is a financial advisor with Ameritas Advisory Services, LLC. Kenneth has been in the financial services industry since 1999. Kenneth has experience in providing financial planning, pension consulting, and educational seminars. Kenneth is registered to offer investment advice in Ohio and Texas.
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.
Solicitor fees
1
2
OH
10/27/2023 - Present
Ameritas Advisory Services, LLC (CINCINNATI OH)
GA
04/26/2017 - 01/16/2018
AARON CAPITAL INCORPORATED (COLUMBUS GA)
OH
01/05/2017 - 01/13/2017
AXA ADVISORS, LLC (CINCINNATI OH)
OH
04/21/2011 - 12/20/2016
PROEQUITIES, INC. (CINCINNATI OH)
OH
12/16/2010 - 04/20/2011
ONEAMERICA SECURITIES, INC. (CINCINNATI OH)
OH
07/12/2010 - 10/21/2010
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
10/05/2005 - 07/01/2010
PROEQUITIES, INC. (CINCINNATI OH)
OH
01/28/2002 - 04/04/2005
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
02/23/1998 - 12/04/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 10/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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