Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sterling Innis is a Registered Representative with M Holdings Securities, Inc. in the Nashville, Tennessee area since 2004. He is also an Investment Advisor Representative. Kenneth has been working in the financial services industry for over 50 years. He is Series 7TO, Series 1 and SIE licensed and holds Series 1 licenses, as well. Kenneth has been registered with the SEC since 2004 and in various states including Alabama, Colorado, Florida, Kentucky and Tennessee. Kenneth has also previously been a registered representative for Mutual Service Corporation and Capital Analysts, Incorporated. He has experience working with individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. He also provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
1
2
TN
04/01/2004 - Present
M Holdings Securities, Inc. (NASHVILLE TN)
MA
01/13/1993 - 07/16/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
06/27/1974 - 12/04/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
10/02/1972 - 08/15/1974
ADVANCED FINANCIAL PLANNING CORP
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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