Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Vercellino is a financial advisor with Raymond James & Associates, Inc., located in San Francisco, California. Kenneth has over 20 years of experience in the financial services industry. Kenneth is licensed to provide financial advice and sell securities in multiple states. Kenneth holds Series 4, 7, 63, and 65 licenses and has passed the SIE exam. Kenneth is dedicated to providing clients with personalized financial advice and investment management services.
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.
Please see note in schedule d - miscellaneous
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
CA
10/27/2022 - Present
Raymond James & Associates, Inc. (San Francisco CA)
CA
07/29/2010 - 02/26/2022
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NJ
09/17/2009 - 03/01/2010
VT BROKERS, LLC (ENGLEWOOD NJ)
CA
04/08/2004 - 07/30/2009
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
02/01/2000 - 10/03/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
04/23/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NJ
03/21/1996 - 05/09/1997
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 04/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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