Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Rosenson is a financial advisor at Innovation Partners LLC. Kenneth has over 28 years of experience in the financial industry. Kenneth is registered with FINRA and holds Series 6, 7, and 63 licenses. Kenneth's current employment is with Innovation Partners LLC. Kenneth's previous employers included Mutual Trust Company of America Securities, DWS Distributors, Inc., OppenheimerFunds Distributor, Inc., and The Dreyfus Service Corporation. Kenneth's specializations include retirement planning, portfolio management, and financial planning.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
07/22/2022 - Present
Innovation Partners LLC (CHARLOTTE NC)
FL
06/30/2022 - 07/22/2022
MUTUAL TRUST COMPANY OF AMERICA SECURITIES (ST. PETERSBURG FL)
IL
02/06/2008 - 06/15/2022
DWS DISTRIBUTORS, INC. (CHICAGO IL)
NY
07/05/1994 - 01/04/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
11/26/1993 - 06/10/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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