Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gregory Kenton is a financial advisor with over 20 years of experience in the industry. William is currently registered with Cambridge Investment Research Advisors, Inc., and has a Series 66, Series 7, and SIE license. William has previously held positions at Symphonic Securities LLC, General Securities Corp, American Century Investment Services Inc., MML Investors Services, Inc., and UBS Financial Services Inc. William's experience encompasses a wide range of financial services, including investment advisory, financial planning, and tax services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
11/02/2023 - Present
Cambridge Investment Research Advisors, Inc. (Olathe KS)
KS
12/06/2012 - 11/06/2023
SYMPHONIC SECURITIES LLC (OLATHE KS)
MO
08/02/2007 - 12/31/2012
GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)
MO
01/05/2005 - 10/11/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
01/23/2004 - 11/13/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
03/21/2002 - 09/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 03/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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