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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 Bollinger is an investment advisor representative currently associated with Wealthshield Partners, LLC, in Cary, North Carolina. Kenneth Bollinger has been in the securities industry for over 22 years. Kenneth Bollinger holds Series 7, 55, 63, and 66 licenses, along with the SIE exam. Kenneth Bollinger is also a Certified Financial Planner. Kenneth Bollinger has experience with various financial products and services including portfolio management, financial planning, and pension consulting.
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.
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NC
05/10/2017 - Present
Wealthshield Partners, LLC (CARY NC)
NC
05/10/2017 - 12/11/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (RALEIGH NC)
NC
08/10/2016 - 05/10/2017
PRINCIPAL SECURITIES, INC. (Raleigh NC)
NY
05/07/2012 - 07/19/2016
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NY
01/14/2008 - 04/19/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/01/1995 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 08/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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