Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Brian Marlin is a financial advisor with D.a. Davidson & Co. Kenneth has been in the industry since 2008 and has experience working with a variety of clients, including individuals, businesses, and institutions. Kenneth holds a number of licenses and certifications, including Series 7, 62, 63, 79TO, 99TO, and 24. Kenneth is also a registered representative in a number of states, including California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, and Washington. Kenneth is committed to providing his clients with personalized financial advice and helping them 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.
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.
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
FL
09/01/2021 - Present
D.a. Davidson & Co. (Boca Raton FL)
NY
08/04/2010 - 11/08/2021
MARLIN & ASSOCIATES SECURITIES LLC (NEW YORK NY)
NY
05/24/2000 - 01/30/2002
VERONIS, SUHLER & ASSOCIATES LLC (NEW YORK NY)
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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