Unclaimed
Kenyon Mcallister Wagner is a financial advisor in Falls Church, Virginia and has been in the industry since July 2016. Kenyon is registered with Equitable Advisors, LLC and has a Series 7, Series 66 and SIE licenses. Kenyon has experience working with individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Kenyon offers various advisory services including financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars. Kenyon also has experience working at AXA Advisors, LLC in New York, NY.
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.
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2
VA
08/22/2017 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
VA
07/12/2016 - 08/07/2017
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 12/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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