Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth James New is a financial advisor with over 25 years of experience in the financial services industry. Kenneth has held positions at several firms, including Center Street Securities, Inc., USA Financial Securities Corporation, and Ameritas Investment Corp. Currently, Kenneth is a Registered Representative and Investment Advisor Representative with Arete Wealth Advisors, LLC. Kenneth specializes in providing investment advice and financial planning services to high-net-worth individuals, businesses, and pension and profit-sharing plans.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
FL
10/12/2023 - Present
Arete Wealth Advisors, LLC (Merritt Island FL)
FL
02/07/2017 - 12/01/2023
CENTER STREET SECURITIES, INC. (MERRITT ISLAND FL)
FL
01/30/2009 - 05/13/2015
CENTER STREET SECURITIES, INC. (MERRITT ISLAND FL)
FL
01/03/2006 - 02/04/2009
USA FINANCIAL SECURITIES CORPORATION (MERRITT ISLAND FL)
FL
02/14/2001 - 01/26/2006
AMERITAS INVESTMENT CORP. (MERRITT ISLAND FL)
MA
01/23/1997 - 03/02/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/23/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 05/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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