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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bakula is a financial advisor with over 40 years of experience in the industry. Kenneth Bakula is currently registered with Eagle Strategies LLC in Illinois and Wisconsin and has previously been registered in New York, Colorado, Florida, Indiana, Minnesota, Texas, and Washington. Kenneth Bakula specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Kenneth Bakula's experience includes working with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Kenneth Bakula holds Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth Bakula also works with outside insurance carriers for the purpose of brokering non-registered insurance products.
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 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
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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