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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 Roy George is an investment advisor representative at Cetera Investment Advisers LLC. Kenneth Roy George is registered in Kentucky and West Virginia. Kenneth Roy George has over 20 years of experience in the financial services industry. He holds a Series 6, Series 63 and Series 65 license and has also passed the SIE exam. Kenneth Roy George has previously worked at VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and LIFEMARK SECURITIES CORP. Kenneth Roy George is a board member of the Davis Trust Company, George Holdings LLC, Randolph-Tucker County Children's Advocacy Center, The Elkins/Randolph Co YMCA, and Elkins Rehabilitation and Care Center.
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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2
WV
06/29/2023 - Present
Cetera Investment Advisers LLC (ELKINS WV)
WV
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ELKINS WV)
IA
06/20/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
07/16/1999 - 06/18/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
Issued 6/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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