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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 Robert Millhone is a financial advisor with over 30 years of experience in the industry. Kenneth currently works for Cuso Financial Services, LP where Kenneth has been registered since May 2018. Previously, Kenneth worked for CUNA Brokerage Services, Inc., BBVA Compass Investment Solutions, Inc, BANC ONE SECURITIES CORPORATION, FINANCIAL HORIZONS SECURITIES CORPORATION and JOHN HANCOCK DISTRIBUTORS, INC.. Kenneth specializes in providing a variety of financial planning services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations and high net worth individuals.
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.
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
05/29/2018 - Present
Cuso Financial Services, LP (JACKSONVILLE FL)
FL
07/15/2013 - 05/22/2018
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
AL
06/02/2004 - 11/20/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MOBILE AL)
IL
07/14/1995 - 06/01/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
06/19/1992 - 06/14/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
MA
05/29/1991 - 06/27/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/29/1991 - 06/27/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/19/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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