Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Solis is a financial advisor with Truist Advisory Services, Inc. Kenneth has been in the financial services industry since 1994. Kenneth has experience providing portfolio management, financial planning and financial profiling services to individuals, families, and businesses. Kenneth is registered to offer investment advice in 53 states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/09/2016 - Present
Truist Advisory Services, Inc. (TAMPA FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
07/06/2006 - 10/19/2010
WELLS FARGO ADVISORS, LLC (TAMPA FL)
FL
12/02/2003 - 06/27/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
NY
11/08/1999 - 11/24/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/07/1995 - 11/01/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
CA
07/12/1994 - 06/07/1995
FN INVESTMENT CENTER (SACRAMENTO CA)
CA
03/04/1994 - 07/12/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
03/03/1994 - 03/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/13/1993 - 11/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 01/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Solis is the right advisor for you? Invested Better is here to help.
