Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth David Molnar is a financial advisor registered with Fidelity Personal And Workplace Advisors. Kenneth has been in the financial services industry since December 15, 1994. Kenneth has a wide range of experience in the financial services industry, having worked for several firms, including INVEX, LLC., Hilltop Securities Inc., Countrywide Securities Corporation, Wells Fargo Brokerage Services, L.L.C., ABN AMRO Securities (USA) INC., ABN AMRO Investment Services, INC., Ibaa Securities Corporation, Vining-Sparks IBG, Limited Partnership, Union Planters Investment Bankers Group, INC., and Plansmith Securities,INC.. Kenneth holds a Series 63, Series 66, Series 7, Series 9, Series 10, and SIE license. Kenneth specializes in financial planning, portfolio management for individuals and businesses, 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.
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
TX
02/02/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
FL
08/06/2019 - 10/20/2020
INVEX, LLC. (CORAL GABLES FL)
IL
12/19/2003 - 07/25/2019
HILLTOP SECURITIES INC. (CHICAGO IL)
CA
11/10/2003 - 11/25/2003
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
MN
03/31/2003 - 11/11/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CT
11/11/1994 - 02/05/1996
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
10/13/1993 - 11/28/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
TN
03/25/1991 - 08/30/1993
IBAA SECURITIES CORPORATION (MEMPHIS TN)
TN
01/01/1991 - 08/30/1993
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
NA
03/01/1989 - 01/01/1991
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
06/19/1986 - 03/31/1989
PLANSMITH SECURITIES,INC.
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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