Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Hamada is a financial advisor at Avantax Advisory Services. Kenneth has been in the financial industry since 1998, and has held several positions at different firms. Kenneth is a Registered Representative and Investment Advisor Representative. Kenneth has a strong background in financial planning, fixed life insurance, and consulting. Kenneth is dedicated to providing personalized financial advice to help individuals achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
02/01/2024 - Present
Avantax Advisory Services (PRESCOTT AZ)
AZ
09/30/2022 - 10/05/2022
WOODBURY FINANCIAL SERVICES, INC. (PRESCOTT AZ)
AZ
07/11/2014 - 09/30/2022
INDEPENDENT FINANCIAL GROUP, LLC (Prescott AZ)
AZ
08/02/2002 - 07/22/2014
LPL FINANCIAL LLC (PRESCOTT AZ)
NJ
05/08/1998 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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