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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Stern is a financial advisor with over 30 years of experience. He is a Certified Financial Planner with a broad range of experience working with clients in areas like retirement planning, estate planning and college savings. Kenneth currently works at Lido and has previously worked at Investment Security Corporation, First Allied Securities, Inc. and Asset Planning Solutions, Inc. Kenneth has a strong track record of helping individuals and families achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
07/03/2015 - Present
Lido (SAN DIEGO CA)
CA
12/06/2016 - 01/02/2019
INVESTMENT SECURITY CORPORATION (San Diego CA)
CA
01/09/2002 - 12/18/2014
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/16/1999 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
09/18/1997 - 01/07/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/09/1990 - 10/01/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NA
08/27/1997 - 09/18/1997
FIRST ALLIED SECURITIES, INC.
NA
05/04/1990 - 04/19/1991
USA FINANCIAL GROUP, INC.
NA
02/24/1988 - 11/07/1989
KORN, WOMACK, STERN AND ASSOCIATES, INC.
IA
Issued 1/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 2/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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