Unclaimed
Kenneth Bernard Gold is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with Oppenheimer & Co. Inc. and has previously worked at Investors Center, Inc., Margate Securities, Inc., Norbay Securities Inc., and Blinder, Robinson & Co., Inc. Kenneth is a Series 7 and Series 63 licensed advisor and holds the SIE designation. Kenneth specializes in providing financial advice to individuals, businesses, and investment companies. Kenneth also specializes in pension consulting, portfolio management, and selection of other advisors.
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.
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.
1
2
NY
03/08/1989 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
01/11/1988 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NA
11/07/1986 - 01/26/1988
MARGATE SECURITIES, INC.
NA
02/19/1985 - 10/14/1986
NORBAY SECURITIES INC.
NA
03/29/1984 - 01/24/1985
BLINDER, ROBINSON & CO.,INC.
BC
Issued 02/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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