Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wise is a financial advisor with Wells Fargo Advisors Financial Network, LLC, working out of the Reno, NV, branch office. Kenneth has been in the financial industry since 1992. Kenneth specializes in portfolio management for individuals, businesses, and investment companies. Kenneth is also a registered investment advisor in California and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
NV
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
01/03/2011 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (WALNUT CREEK CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
10/26/1995 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
11/27/1992 - 12/21/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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