Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Edmund Mears is a financial advisor with over 30 years of experience in the industry. Kenneth currently works at Marcum Wealth, LLC where he is a registered representative and investment advisor representative. Kenneth has been a CERTIFIED FINANCIAL PLANNER™ professional since 1994. Previously Kenneth was a Registered Representative and Investment Advisor Representative for VALMARK SECURITIES, INC. for almost a year, CETERA ADVISORS LLC for almost 16 years and VESTAX SECURITIES CORPORATION for almost 3 years. He has held several positions in other firms. Kenneth is a highly experienced advisor with an impressive track record of success. He is passionate about helping his clients achieve their financial goals. Kenneth is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Consulting
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
OH
11/06/2024 - Present
Marcum Wealth, LLC (CLEVELAND OH)
OH
11/01/2019 - 01/08/2020
VALMARK SECURITIES, INC. (Mayfield Village OH)
OH
01/01/2004 - 11/06/2019
CETERA ADVISORS LLC (MENTOR OH)
OH
09/27/2001 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CO
02/07/2002 - 12/31/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
SC
01/21/1994 - 10/02/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
02/26/1986 - 01/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
03/05/1985 - 02/03/1986
INVESTMENT MANAGEMENT & RESEARCH, INC
NA
11/27/1984 - 03/01/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
07/09/1984 - 11/29/1984
WILLIAMS, WILD & LARSON SECURITIES, INC.
NA
09/23/1983 - 06/29/1984
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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