Kenneth M. O'renick
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kenneth Michael O'renick was a registered financial professional .
Kenneth is a previously registered financial professional and started their career in finance in 1969. Kenneth had worked at 13 firms and has passed the Series 63 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 4, 2000 - June 16, 2016
INTELLICENTS INVESTMENT SOLUTIONS INC
November 19, 1997 - December 31, 2014
ONEDIGITAL
August 13, 1996 - June 30, 2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
January 1, 1996 - August 14, 1996
FSC SECURITIES CORPORATION
October 4, 1990 - January 1, 1996
ANDOVER SECURITIES, INC.
June 12, 1985 - October 2, 1990
VSR FINANCIAL SERVICES, INC.
June 5, 1984 - July 9, 1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
January 14, 1977 - June 27, 1985
PROVIDENT MARKETING CORPORATION
December 2, 1975 - May 15, 1984
WZW FINANCIAL SERVICES, INC.
January 22, 1973 - January 14, 1977
PROVIDENT NATIONAL EQUITIES, INC.
November 6, 1972 - February 18, 1973
TOWER SQUARE SECURITIES, INC.
January 15, 1971 - December 12, 1975
PROFESSIONAL INVESTMENT SERVICES, INC.
April 9, 1969 - February 21, 1971
THE COLUMBIAN SECURITIES CORPORATION
Primary Firm SEC Registration
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 9/23/1967
Registered Representative ExaminationCurrent Firm
INTELLICENTS INVESTMENT SOLUTIONS INC
CRD#: 107498 / SEC#: 801-51382
Contact information
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,103 |
| AUM (Assets Under Management) | $ 7,362,137,726 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
