Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alan Levin is a financial advisor registered with J. W. Cole Advisors, Inc. Kenneth is a registered representative with 26 years of experience in the financial services industry. Kenneth Levin works at the FT. MYERS, FL branch office of J. W. Cole Advisors, Inc. Kenneth has been a registered representative for 26 years and has provided financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Hourly & fixed rate consulting
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
FL
09/22/2010 - Present
J. W. Cole Advisors, Inc. (FT. MYERS FL)
FL
08/11/2006 - 09/29/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (FORT MYERS FL)
FL
08/09/2000 - 09/07/2006
PRIME CAPITAL SERVICES, INC. (FT. MYERS FL)
CA
02/05/1999 - 07/28/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
12/12/1996 - 02/12/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Levin is the right advisor for you? Invested Better is here to help.
