Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Elvin Brown is a financial advisor with over 40 years of experience in the financial services industry. Kenneth currently works at Avisen Advisors, LLC, and has been with the firm since 2001. Kenneth has a deep understanding of the investment landscape and is committed to providing personalized financial guidance to help clients achieve their financial goals. Kenneth also holds the Series 7, Series 63, Series 24, Series 53 and Series 65 licenses. Previously Kenneth was registered with Round Hill Securities, Inc., Wells Fargo Van Kasper, LLC, Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated and Everen Securities, Inc.. Kenneth provides financial planning, portfolio management for businesses, and portfolio management for individuals. Kenneth's experience in the financial services industry spans a number of firms where Kenneth was a Principal and Portfolio Manager.
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.
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.
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2
CA
09/30/2024 - Present
Avisen Advisors, LLC (SACRAMENTO CA)
CA
06/20/2001 - 10/27/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
11/13/1995 - 06/27/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
NJ
01/28/1995 - 11/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/24/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 04/06/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/08/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/08/1984 - 05/23/1989
SHEARSON LEHMAN HUTTON INC.
NA
10/22/1981 - 10/23/1984
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 09/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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