Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Martin is a financial advisor who has been in the industry since 2005. He is currently registered with Cetera Investment Advisers LLC in Dallas, TX. Kenneth has worked for several other firms including BBVA Securities Inc., Cetera Investment Services LLC, BB&T Investment Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC, Wachovia Securities, LLC, and Chase Investment Services Corp. He holds Series 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Kenneth provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars to clients.
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.
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2
TX
09/08/2022 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
06/12/2017 - 05/07/2021
BBVA SECURITIES INC. (DALLAS TX)
MN
11/02/2016 - 05/25/2017
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
09/08/2010 - 09/09/2016
BB&T INVESTMENT SERVICES, INC. (FRISCO TX)
TX
12/03/2009 - 09/20/2010
WELLS FARGO INVESTMENTS, LLC (ADDISON TX)
TX
03/06/2009 - 12/07/2009
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
04/02/2007 - 01/06/2009
WACHOVIA SECURITIES, LLC (PLANO TX)
TX
01/03/2003 - 06/06/2006
CHASE INVESTMENT SERVICES CORP. (RICHARDSON TX)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/5/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/2/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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