Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenny? Claim Your ProfileKenny Nathan Conwell is a registered Investment Advisor Representative with Capitalwize, LLC in Atlanta, Georgia. Kenny Conwell has been in the financial services industry since February 2013. Kenny Conwell is also the Owner/Insurance Agent of CNK Companies & Co. which he started in February 2016. Kenny Conwell holds the Series 65, Uniform Investment Adviser Law Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
04/21/2017 - Present
Capitalwize, LLC (ATLANTA GA)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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