Unclaimed
Kenneth Brian Porembka is a financial advisor at Stifel, Nicolaus & Company, Inc., located in Bethel Park, PA. Kenneth has been a registered representative since December 19, 2011 and has experience in the industry since December 18, 2011. Kenneth has previously worked at GEORGE K. BAUM & COMPANY and M&T SECURITIES, INC.. Kenneth has passed the Series 63, SIE, Series 50 and Series 52 exams. Kenneth specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
03/31/2015 - 09/27/2019
GEORGE K. BAUM & COMPANY (Pittsburgh PA)
PA
12/19/2011 - 04/03/2015
M&T SECURITIES, INC. (CANONSBURG PA)
BC
Issued 05/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/17/2011
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Porembka is the right advisor for you? Invested Better is here to help.