Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenton? Claim Your ProfileKenton Lee Fervida is a financial advisor with Osaic Wealth, Inc. Kenton has over 29 years of experience in the financial services industry. Kenton specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses. Kenton has a strong commitment to providing personalized service and helping clients achieve their financial goals. Kenton previously worked at Signator Investors, Inc., and Transamerica Financial Advisors, Inc., all in Elkhart, Indiana.
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.
1
2
IN
08/01/2019 - Present
Osaic Wealth, Inc. (ELKHART IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ELKHART IN)
IN
07/21/1994 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ELKHART IN)
BOTH
Issued 04/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenton Fervida is the right advisor for you? Invested Better is here to help.
