Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Hyman is a financial advisor who has been in the industry since 1985. Kenneth is currently registered with CreativeOne Wealth, LLC. Prior to joining CreativeOne Wealth, Kenneth worked for MIT Associates, LLC, Sorrento Pacific Financial, LLC, PartnerVest Securities, Inc., Mercer Global Securities LLC, Associated Securities Corp., Glenfed Brokerage Services, Kennedy, Cabot & Co., Mutual Benefit Financial Service Company and Pueblo Discount Brokerage Corp.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
CA
10/26/2020 - Present
Creativeone Wealth, LLC (Santa Barbara CA)
CA
10/10/2018 - 02/12/2020
MIT ASSOCIATES, LLC (Santa Barbara CA)
CA
09/28/2009 - 11/30/2016
SORRENTO PACIFIC FINANCIAL, LLC (SANTA BARBARA CA)
CA
12/13/2000 - 11/15/2012
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
CA
05/16/1998 - 01/11/2000
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
MA
11/21/1989 - 04/21/1998
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
02/27/1987 - 11/08/1989
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NA
04/26/1986 - 02/18/1987
KENNEDY, CABOT & CO.
NA
01/02/1985 - 09/24/1985
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
06/22/1983 - 08/01/1985
PUEBLO DISCOUNT BROKERAGE CORP.
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Hyman is the right advisor for you? Invested Better is here to help.
