Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wachter is a financial advisor with Raymond James Financial Services Advisors, Inc. Kenneth has over 30 years of experience in the financial services industry. Kenneth is a licensed Series 7, Series 63, and Series 65 financial advisor. Kenneth has also worked as an agent for Specific Solutions since 2016, selling life insurance and providing service. Prior to joining Raymond James, Kenneth was an Associate/Employee for Fulton Financial Advisors, Fulton Financial Corporation, and Wells Fargo Advisors, LLC. Kenneth is registered to provide investment advisory services in Pennsylvania, New Jersey, and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
04/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (BRISTOL PA)
PA
07/19/2005 - 03/22/2012
WELLS FARGO ADVISORS, LLC (LEVITTOWN PA)
NY
06/17/1991 - 07/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
07/27/1990 - 11/30/1993
VANDERBILT SECURITIES, INC.
PA
09/24/1990 - 06/20/1991
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
01/23/1990 - 08/01/1990
MLB INVESTMENTS, LTD.
IA
Issued 7/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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