Unclaimed
Kenneth Singletary is a financial professional with over 17 years of experience in the industry. Kenneth is currently registered with LPL Financial LLC and has been with the firm since January 2024. Prior to that, Kenneth worked for TIAA-CREF Individual & Institutional Services, LLC, Empower Financial Services, Inc., and TIAA-CREF Individual & Institutional Services, LLC again. Kenneth holds a variety of licenses and certifications including Series 6, 7, 63, and SIE, as well as the Series 99TO Operations Professional Examination. Kenneth's areas of specialization include individual and business portfolio management, financial planning, and pension consulting. Kenneth is dedicated to helping clients 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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
01/30/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/12/2023 - 01/17/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
CO
11/10/2022 - 02/10/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NC
11/16/2005 - 08/15/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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