Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenrich? Claim Your ProfileKenrich Marte Perez is a financial advisor registered with Ameriprise Financial Services, LLC. Kenrich has been in the industry for over 10 years. Kenrich has experience providing financial advice to individuals, high net worth individuals, trusts/estates, pension and profit sharing plans, corporations or other businesses, charitable organizations, and insurance companies. Kenrich specializes in Asset allocation services, financial planning, portfolio management for businesses, and portfolio management for individuals. Kenrich is registered with the state of Connecticut.
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.
Asset allocation services
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
MA
07/11/2024 - Present
Ameriprise Financial Services, LLC (Agawam MA)
MA
09/18/2023 - 05/28/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Dedham MA)
BOTH
Issued 10/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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