Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lerner is a financial advisor with Fidelity Personal and Workplace Advisors, a registered investment advisor with approximately $1 billion - $10 billion in assets under management. Kenneth has been in the financial industry since May 2, 2008. Kenneth provides financial planning, educational seminars, and portfolio management for individuals and businesses. Kenneth is registered in 53 states and is also registered in Illinois and Texas as an investment advisor representative.
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.
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.
1
2
IL
02/10/2023 - Present
Fidelity Personal AND Workplace Advisors (WILMETTE IL)
IL
07/08/2022 - 07/27/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
02/18/2005 - 07/09/2008
LEERINK SWANN LLC (CHICAGO IL)
NY
08/08/2001 - 02/18/2005
HARRIS NESBITT CORP. (NEW YORK NY)
NY
07/07/1999 - 04/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1997 - 07/02/1999
VECTOR SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
01/28/1993 - 05/01/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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