Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Speroni is a financial advisor with over 6 years of experience in the industry. Kenneth is currently registered with MML Investors Services, LLC, and has previously been registered with W&S Brokerage Services, INC. Kenneth holds Series 6, 7TO, 63 and 65 licenses, and has a background in insurance sales. Kenneth's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Kenneth is also registered to provide investment advisory services to individuals, corporations, and pension and profit-sharing plans. Kenneth is a dedicated advisor with a proven track record of helping clients reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
01/04/2024 - Present
MML Investors Services, LLC (Tampa FL)
FL
05/31/2016 - 02/26/2018
W&S BROKERAGE SERVICES, INC. (TAMPA FL)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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