Unclaimed
Kenneth Kamen is a financial advisor with over 40 years of experience in the industry. Kenneth has a wide range of experience in the securities industry having previously worked at firms including Princeton Securities Corporation, Kirlin Securities Inc., Fahnestock & Co., Inc., Fahnestock International Inc., Rooney, Pace Inc., G. K. Scott & Co., Inc., and Blinder, Robinson & Co., Inc. Kenneth holds a number of professional licenses including Series 7, 24, 53, 63, and 65. Kenneth currently works at CW Advisors, LLC, where he is a registered representative and investment advisor. Kenneth has experience providing financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and investment companies.
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.
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.
1
2
NJ
07/02/2024 - Present
CW Advisors, LLC (HAMILTON NJ)
NY
05/17/1988 - 04/18/2001
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
02/23/2001 - 04/17/2001
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
06/13/2000 - 12/31/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
NA
04/12/1988 - 05/31/1988
FAHNESTOCK & CO., INC.
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
01/27/1987 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
10/31/1983 - 02/03/1987
ROONEY, PACE INC.
NA
10/25/1982 - 10/03/1985
G. K. SCOTT & CO., INC.
NA
12/30/1980 - 10/28/1982
BLINDER, ROBINSON & CO.,INC.
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/17/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/23/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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