Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wood has been in the financial services industry since 2007. Kenneth is currently a registered representative with Edward Jones, and has previously held positions at LPL Financial LLC, Morgan Stanley Smith Barney, CM Securities, LLC and DBSI Securities Corporation. Kenneth is a Certified Financial Planner and has passed the SIE, Series 7, Series 22, and Series 63 and Series 65 exams. Kenneth specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, and businesses. Kenneth is registered with the state of Idaho and 24 other states.
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.
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.
See schedule d - miscellaneous
1
2
ID
10/21/2014 - Present
Edward Jones (PONDERAY ID)
ID
03/07/2014 - 10/20/2014
LPL FINANCIAL LLC (SANDPOINT ID)
ID
03/08/2011 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (COEUR D'ALENE ID)
NV
01/16/2009 - 06/02/2009
CM SECURITIES, LLC (HENDERSON NV)
ID
04/02/2008 - 09/29/2008
DBSI SECURITIES CORPORATION (BOISE ID)
ID
03/04/2008 - 04/03/2008
AFA FINANCIAL GROUP, LLC (BOISE ID)
ID
01/17/2007 - 02/28/2008
DBSI SECURITIES CORPORATION (BOISE ID)
IA
Issued 06/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2007
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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