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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Foster Haelsig is a financial advisor based in Tampa, Florida. Kenneth is currently registered with Calton & Associates, Inc. and has been working in the financial industry since 1991. Kenneth has held previous positions with JHS Capital Advisors, LLC, JHS Capital Advisors, INC., GunnAllen Financial, INC and Morgan Stanley DW Inc. Kenneth has a strong track record of success in the financial services industry and 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/01/2016 - Present
Calton & Associates, Inc. (TAMPA FL)
FL
04/15/2010 - 06/15/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
01/22/2010 - 03/08/2010
JHS CAPITAL ADVISORS, INC. (TAMPA FL)
FL
12/11/2008 - 01/13/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
04/02/2007 - 12/04/2007
MORGAN STANLEY & CO., INCORPORATED (CLEARWATER FL)
FL
08/20/1991 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
IA
Issued 03/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/1994
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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