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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 Roberts is an Investment Advisor Representative at Fourstar Wealth Advisors, LLC. Kenneth has been in the financial services industry since 1992 and holds several licenses and registrations, including Series 3, 6, 7, 9, 10, 63, and 65. Kenneth has experience working with individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. Kenneth is also the owner of Fat Tail Trading & Research, a firm that provides tax services, and is the author of "The Tactical Option Investor". Kenneth is also a part-owner of America Matters Media and is the radio show host of "Ken's Bulls & Bears Report". Kenneth's primary specializations are Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
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2
NV
01/24/2022 - Present
Fourstar Wealth Advisors, LLC (Reno NV)
CA
06/14/2011 - 07/06/2012
VTRADER PRO, LLC (SAN FRANCISCO CA)
MO
12/06/1996 - 01/27/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
07/07/1995 - 03/19/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
04/11/1994 - 06/12/1995
SIFE (WALNUT CREEK CA)
NJ
10/08/1992 - 10/15/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/1999
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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