Unclaimed
Kenneth Richard Penrose is an active investment advisor representative. Kenneth Richard Penrose is registered in Florida, New Hampshire and Texas. Kenneth Richard Penrose has been in the industry since March 25, 1982. Kenneth Richard Penrose has been associated with Latitude Advisors, LLC since November 2009. Latitude Advisors, LLC is a Registered Investment Adviser with offices in Vero Beach, Florida.
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.
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.
Third party referral fees
1
2
FL
11/02/2009 - Present
Latitude Advisors, LLC (VERO BEACH FL)
FL
11/23/1998 - 11/16/2009
MEDALLION INVESTMENT SERVICES, INC. (VERO BEACH FL)
TN
07/31/1996 - 12/03/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 08/14/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/30/1988 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
NA
08/02/1985 - 12/17/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/06/1984 - 07/16/1985
ISFA CORPORATION
NA
10/05/1983 - 12/18/1984
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/18/1982 - 09/14/1983
IDS LIFE INSURANCE COMPANY
NA
02/18/1982 - 09/14/1983
IDS MARKETING CORPORATION
NA
02/18/1982 - 09/14/1983
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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