Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Edward Zalcman is an Investment Advisor Representative with UBS Financial Services Inc. Kenneth has been in the securities industry since December 1969. He is licensed in Florida, Maine, and Massachusetts. Kenneth previously worked with Donaldson, Lufkin & Jenrette Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edwards & Hanly, and Bache & Co Incorporated. He has experience in various investment services including financial planning, pension consulting, educational seminars, and publication of periodicals. Kenneth offers services to individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
See schedule d - miscellaneous
1
2
MA
09/10/2018 - Present
UBS Financial Services Inc. (BOSTON MA)
FL
07/31/1993 - 12/05/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/15/1986 - 03/14/1988
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
NA
10/29/1981 - 04/29/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/04/1973 - 10/16/1981
JOSEPHTHAL & CO., INCORPORATED
NA
01/15/1971 - 09/17/1973
EDWARDS & HANLY
NA
12/04/1969 - 02/11/1971
BACHE & CO INCORPORATED
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 12/01/1969
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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