Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Cunningham is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has over 30 years of experience in the financial services industry. Kenneth has a Series 3, 7, and 63 licenses and a Series 65 license. Kenneth is registered in 30 states, and is also a Registered Representative in Connecticut, Ohio, and Texas. Kenneth is currently associated with Merrill Lynch, Pierce, Fenner & Smith Inc. in Akron, Ohio.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
08/17/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AKRON OH)
OH
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/10/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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