Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenton? Claim Your ProfileKenton Chadwick is a financial advisor with over 3 years of experience in the industry. Kenton has a Series 66, Series 7TO, and SIE licenses, and is registered with Ameriprise Financial Services, LLC in Washington. Kenton's previous experience includes roles with Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Kenton provides a range of financial services including financial planning, asset allocation services, pension consulting, and portfolio management for businesses and individuals.
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.
1
2
WA
05/01/2023 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
OR
06/27/2022 - 05/02/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (HILLSBORO OR)
WA
10/10/2019 - 06/22/2022
WELLS FARGO CLEARING SERVICES, LLC (VANCOUVER WA)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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