Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Ewell Lee is a registered Investment Advisor Representative with Ingalls & Snyder, LLC. Kenneth has been in the industry since 1999. Kenneth has a Series 7 and Series 63 license. Kenneth is a board member of Inuvo, Inc., a publicly traded company. Kenneth is expected to spend less than 10 hours per month on the activity.
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.
Please see "miscellaneous" on 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
11/03/2021 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
11/11/1999 - 12/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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