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Kenneth Robert Perkins is a financial advisor with over 35 years of experience in the industry. Kenneth is currently registered with Cetera Investment Advisers LLC in Ohio and Texas. Kenneth has been registered with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Kenneth has experience providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Kenneth specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Kenneth is also a licensed insurance agent and has experience in a variety of 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.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (STEUBENVILLE OH)
OH
11/16/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (STUBENVILLE OH)
OH
12/01/1995 - 11/21/2007
NEW ENGLAND SECURITIES (WINTERSVILLE OH)
MA
06/22/1987 - 11/06/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/22/1987 - 11/06/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 4/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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