Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sipe is a registered investment advisor representative with Mutual Of Omaha Investor Services, Inc. Kenneth has been in the securities industry since June 8, 2016 and is licensed to provide investment advice in South Carolina and Florida. Kenneth has passed several securities exams including the Series 63, 65, 6, 7, and SIE. Kenneth is also a licensed insurance agent for health, life, and annuities and has additional experience as a membership coordinator for Leads Group. Kenneth specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Kenneth holds his licenses through Mutual Of Omaha Investor Services, Inc., which is a firm with approximately 6,290 clients and over $15 million in regulatory assets under management.
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.
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.
Promoter fees and third party money manager fees
1
2
SC
11/28/2016 - Present
Mutual OF Omaha Investor Services, Inc. (COLUMBIA SC)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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