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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 Homer Kubik is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been working in the financial services industry since 1989 and has a wealth of experience in helping clients achieve their financial goals. Kenneth is registered to provide investment advice in Florida, Georgia, and Texas. Kenneth has a wide range of experience in providing financial advice, including portfolio management for individuals and businesses, as well as pension consulting. Kenneth is also able to provide educational seminars to help clients learn about financial planning. In addition to his work with Merrill Lynch, Kenneth is also a limited partner in JKLM PowerPartners, a holding company for minor league baseball teams.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRADENTON FL)
FL
05/30/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRADENTON FL)
FL
04/02/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
FL
10/27/1989 - 04/02/2007
MORGAN STANLEY DW INC. (BRADENTON FL)
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1989
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 02/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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