Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robert Samuelson is a financial professional with over 30 years of experience in the financial services industry. Kenneth has worked with Valmark Advisers, Inc. since March 2022, and previously worked for Kestra Investment Services, LLC, Walnut Street Securities, Inc., and Manequity, Inc. Kenneth has a wide range of experience in financial planning, investment management, and insurance. Kenneth is also a Chartered Financial Consultant. Kenneth specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Kenneth is committed to helping clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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
NC
08/21/2023 - Present
Valmark Advisers, Inc. (Charlotte NC)
NC
09/12/1997 - 03/25/2022
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTE NC)
CA
03/09/1994 - 09/12/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
08/27/1991 - 03/11/1994
MANEQUITY, INC. (BOSTON MA)
IA
07/12/1983 - 09/12/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 04/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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