Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Weinstein is a financial advisor registered with Key Investment Services LLC. Kenneth Weinstein has been in the financial services industry since 1993. Kenneth Weinstein is currently registered with Key Investment Services LLC in New York, Florida, New Jersey, North Carolina, and Pennsylvania. Kenneth Weinstein is also registered with the state of New York as an Investment Advisor Representative. Kenneth Weinstein has worked for several firms throughout their career, including CETERA INVESTMENT SERVICES LLC, CUNA BROKERAGE SERVICES, INC., and M&T SECURITIES, INC. Kenneth Weinstein holds the Series 66, Series 7, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/02/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
01/27/2020 - 08/01/2022
CETERA INVESTMENT SERVICES LLC (PEARL RIVER NY)
NY
03/28/2018 - 01/07/2020
CUNA BROKERAGE SERVICES, INC. (Nanuet NY)
NY
08/15/2016 - 01/29/2018
M&T SECURITIES, INC. (MONSEY NY)
NY
05/01/2015 - 08/11/2016
SIGNATOR INVESTORS, INC. (FLORIDA NY)
NY
07/06/2012 - 05/01/2015
KEY INVESTMENT SERVICES LLC (WARWICK NY)
NY
07/23/2010 - 07/12/2012
CHASE INVESTMENT SERVICES CORP. (GOSHEN NY)
NY
03/30/2009 - 05/07/2010
EDWARD JONES (MONTEBELLO NY)
NY
03/27/2008 - 01/20/2009
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
IL
03/27/2007 - 04/02/2008
FORTIS CLEARING AMERICAS LLC (CHICAGO IL)
NY
06/08/1992 - 04/17/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 04/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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