Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Jay Masters is a registered representative with M Holdings Securities, Inc. Kenneth has been in the financial industry since 2001. Kenneth's primary office is located at 60 E 42nd St., Floor 44, NEW YORK, NY 10165. Kenneth also has an office at 197 FIRST AVENUE, SUITE 100, NEEDHAM, MA 02494. Kenneth is licensed in Massachusetts. Kenneth holds Series 66, 24, SIE, and 7 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/29/2010 - Present
M Holdings Securities, Inc. (NEW YORK NY)
MA
07/02/2010 - 11/03/2010
NRP FINANCIAL, INC. (SOUTHBOROUGH MA)
MA
10/30/2007 - 05/12/2010
NFP SECURITIES, INC. (BOSTON MA)
MA
03/03/2006 - 08/08/2007
M HOLDINGS SECURITIES, INC. (WALTHAM MA)
MA
11/16/2004 - 01/10/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
09/19/2002 - 10/27/2004
AXA ADVISORS, LLC (NEW YORK NY)
DE
11/22/2000 - 09/05/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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