Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Kenton has been in the financial services industry since 2002 and is a Certified Financial Planner. William is registered to provide investment advice in Wisconsin and Texas. William has held previous positions with OSAIC WEALTH, INC., U.S. BANCORP INVESTMENTS, INC., and EDWARD JONES. William currently works for World Investment Advisors, LLC.
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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WI
10/06/2023 - Present
World Investment Advisors, LLC (Waukesha WI)
WI
02/06/2006 - 06/05/2024
OSAIC WEALTH, INC. (WAUKESHA WI)
WI
01/30/2003 - 02/09/2006
U.S. BANCORP INVESTMENTS, INC. (GERMANTOWN WI)
MO
10/08/2002 - 01/03/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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