Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Peters is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Kenneth has been in the industry since 1993 and holds a Series 7, Series 31, Series 63, and Series 65 licenses. Kenneth is registered in 17 states and has a strong track record of success in providing investment advice to individuals, corporations, and institutions. Kenneth's areas of expertise include investment planning, retirement planning, and portfolio management. Kenneth is committed to providing his clients with personalized service and tailored investment solutions.
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.
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2
NV
09/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
01/03/2011 - 09/08/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SACRAMENTO CA)
CA
06/30/1994 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
04/19/1993 - 07/12/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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