Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth J. Christman is a financial advisor with over 20 years of experience in the industry. Kenneth is currently registered with Stifel, Nicolaus & Company, Inc. Kenneth has a broad range of experience and specializes in financial planning, portfolio management, and pension consulting. Kenneth has held previous roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kenneth holds a Series 65, Series 66 and Series 10 licenses. Kenneth has a proven track record of success in providing personalized financial advice to individuals, families, and businesses.
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.
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
NY
06/30/2014 - Present
Stifel, Nicolaus & Company, Inc. (POUGHKEEPSIE NY)
NY
06/01/2009 - 08/08/2011
MORGAN STANLEY SMITH BARNEY (POUGHKEEPSIE NY)
NY
06/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
NY
01/12/2001 - 06/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT KISCO NY)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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