Unclaimed
Kenneth Furman is a Registered Investment Advisor and is currently affiliated with Mariner Wealth. Kenneth has been a licensed professional in the financial services industry since 1989, and has a combined 35 years of experience. Kenneth also holds the Series 6, 7, 9, 10, 63, 65 and SIE licenses. Kenneth has previously worked for other firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, MetLife Securities Inc., Liberty Securities Corporation, GNA Securities, Inc., PAMCO Securities and Insurance Services, John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Kenneth has a wide range of experience in the financial services industry.
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.
Family office services
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.
1
2
NJ
05/03/2024 - Present
Mariner Wealth (Madison NJ)
NJ
01/30/2018 - 02/09/2024
CHARLES SCHWAB & CO., INC. (Millburn NJ)
NJ
11/11/2022 - 12/20/2023
TD AMERITRADE, INC. (Millburn NJ)
NJ
01/13/2010 - 01/05/2018
FIDELITY BROKERAGE SERVICES LLC (BRIDGEWATER NJ)
NY
05/15/2009 - 12/18/2009
METLIFE SECURITIES INC. (PEARL RIVER NY)
NJ
09/11/1994 - 12/05/2008
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NA
08/01/1994 - 08/22/1994
CHEMICAL INVESTMENT SERVICES CORP.
NY
11/19/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
VA
04/23/1991 - 11/24/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
07/23/1990 - 05/14/1991
PAMCO SECURITIES AND INSURANCE SERVICES
MA
01/03/1989 - 07/27/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/03/1989 - 07/27/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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