Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenan? Claim Your ProfileKenan Kashlan is a financial professional with over 17 years of experience in the industry. Kenan has a strong background in providing financial advice to a range of clients, including high-net-worth individuals, corporations, and pension plans. Kenan is currently registered as a Registered Representative with Summit Financial, LLC. Prior to joining Summit Financial, Kenan worked at Summit Equities, Inc., and Kepler Capital Markets, Inc. Kenan holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Kenan is also a Chartered Financial Analyst (CFA). Kenan specializes in providing financial planning, portfolio management, and selection of other advisors to clients. Kenan is committed to providing his clients with the highest quality financial advice and service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (Jersey City NJ)
NJ
11/11/2009 - 09/19/2018
SUMMIT EQUITIES, INC. (HOBOKEN NJ)
NY
10/31/2007 - 11/11/2008
KEPLER CAPITAL MARKETS, INC. (NEW YORK NY)
ME
02/20/2002 - 10/04/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenan Kashlan is the right advisor for you? Invested Better is here to help.
