Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Gula is a financial advisor who has been in the industry since June 9, 2015. Kenneth is currently registered with LPL Financial LLC in Fort Mill, South Carolina and Charlotte, North Carolina. Kenneth is a licensed investment advisor representative and holds Series 66, Series 7, and SIE licenses. Kenneth specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kenneth previously worked for Lincoln Investment in Jenkintown, Pennsylvania.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
PA
05/14/2015 - 02/17/2016
LINCOLN INVESTMENT (JENKINTOWN PA)
BOTH
Issued 08/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Gula is the right advisor for you? Invested Better is here to help.
