Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Richard Bakula is a financial advisor with over 40 years of experience in the industry. Kenneth is currently registered with Eagle Strategies LLC and holds a Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. Kenneth has also earned the CFP® and ChFC® designations. Kenneth has worked with several companies over the years, including AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and New York Life Insurance Company.
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.
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.
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2
WI
01/29/2004 - Present
Eagle Strategies LLC (NEENAH WI)
NY
11/23/1981 - 11/11/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/23/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 6/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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