Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wharton is a financial advisor with Vanguard Advisers, Inc. located in Scottsdale, Arizona. Kenneth has been in the financial industry since December 2008. Kenneth is registered with FINRA and the state of Arizona. Kenneth is also registered as an investment advisor representative in Texas. Kenneth has earned the Certified Financial Planner designation. Kenneth is a Series 7, Series 66, and Series 24 license holder. Kenneth specializes in portfolio management for individuals, businesses, and pooled investment vehicles. In addition to working as an advisor, Kenneth is also the owner of a business called S.C. Services, LLC in Peoria, Arizona.
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.
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.
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2
AZ
05/31/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
05/04/2010 - 04/14/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (PEORIA AZ)
AZ
09/12/2008 - 01/26/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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