Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Poe is a financial advisor in Charlotte, NC. He has been working in the financial industry since 2004 and has been registered with Corient since October 2022. Previously, Kenneth Poe was registered with Synergy Investment Group, LLC. He holds the Series 66 and Series 7 licenses. He is also a Certified Financial Planner. Kenneth Poe provides financial planning, pension consulting, educational seminars, and other services. Kenneth Poe is a registered Investment Advisor Representative (IAR) and is not registered with the Securities and Exchange Commission (SEC) as a Registered Representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NC
10/11/2022 - Present
Corient (Charlotte NC)
NC
07/02/2004 - 06/08/2010
SYNERGY INVESTMENT GROUP, LLC (CHARLOTTE NC)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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