Kena
Contractor
Equity Services, Inc
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About this Advisor
Kena Contractor is a financial advisor operating out of Chicago, Illinois, with 4 years of industry experience. Contractor is on the advisory team at Equity Services, Inc. During their career, Contractor has held roles at Metlife Securities Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Mml Investors Services, LLC, Mass Mutual Life Insurance Co, Lakeshore Financial Group and Equity Service, Inc. Contractor holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Equity Services, Inc is a financial advisory company that has its headquarters in Montpelier, VT. The firm has offices in 220 locations and a total of 440 advisors. It has $2 billion in assets across its 11,317 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 11,317 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the type of financial services offered. However, fees billed by Equity Services, Inc likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$1,866,892,398
440
11,317
$164,964
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kena Contractor Work History
Kena has been registered as a financial advisor for 4 years.*
Lakeshore Financial Group
Equity Service, Inc
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kena Contractor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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