Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenyon? Claim Your ProfileKenyon R. Wells is a financial advisor with Ameritas Advisory Services, LLC, based in Overland Park, KS. Kenyon has been working in the financial services industry since 1996. Kenyon's previous experience includes time at Royal Alliance Associates, Inc. and Fahnestock & Co., Inc. Kenyon has a Series 6, Series 7, and Series 66 license. Kenyon offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (Overland Park KS)
AZ
01/06/1997 - 12/05/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/14/1996 - 12/31/1996
FAHNESTOCK & CO., INC. (NEW YORK NY)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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