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Kenneth H Kuronen

Charles Schwab & CO., Inc.

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About Kenneth H Kuronen

Kenneth Kuronen is a financial professional with over 20 years of experience in the industry. Kenneth is currently registered with Charles Schwab & CO., Inc. in Phoenix, Arizona. Kenneth has extensive experience in various aspects of the securities industry. Kenneth has passed several industry exams including Series 63, Series 24, Series 10, Series 9, Series 57TO, SIE, Series 55, and Series 7. Kenneth has held licenses to practice in over 50 states and territories across the United States. Kenneth is active with both Broker-Dealer and Investment Advisor licenses.

Firm Information

Kenneth Kuronen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kenneth Kuronen’s Registration & Firm History

AZ

10/13/1999 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BC

Issued 11/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2019

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/21/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kenneth H Kuronen.
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