Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Scheer is a financial advisor in Monroeville, Pennsylvania, with over 29 years of experience in the industry. Kenneth holds a Series 7, Series 10, Series 9, Series 31, Series 63 and Series 65 license. Kenneth is registered with Morgan Stanley and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc., Bill Few Associates and Walnut Street Securities, Inc. Kenneth specializes in providing financial planning, portfolio management and asset allocation advice to individual and business clients.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
02/18/2011 - Present
Morgan Stanley (Monroeville PA)
PA
11/26/2003 - 02/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW KENSINGTON PA)
MO
08/10/2001 - 12/02/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
09/04/1997 - 08/13/2001
BILL FEW ASSOCIATES (PITTSBURGH PA)
CA
04/19/1993 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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