Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ryan Wolber is a financial advisor with Raymond James Financial Services Advisors, Inc. Kenneth has over 11 years of experience in the financial services industry. Kenneth specializes in providing financial planning and investment management services to individuals, families, and businesses. Kenneth holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Kenneth is also a registered representative of Raymond James Financial Services, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA). Kenneth is committed to providing his clients with the highest level of service and personalized attention. Kenneth has worked for USAA Investment Management Company and USAA Financial Advisors, Inc. in the past. Kenneth is a volunteer treasurer for the Ducks Unlimited Seguin Chapter. Kenneth is based in Seguin, Texas.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
05/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (SEGUIN TX)
TX
06/29/2016 - 06/04/2020
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
11/20/2012 - 07/01/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 2/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/9/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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