Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth John Hountz is a financial advisor with over 35 years of experience in the industry. Kenneth is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC, and is licensed in Florida and Texas. Kenneth has a wide range of experience, having previously worked for First Union Brokerage Services, Inc., Dean Witter Reynolds Inc., and First Jersey Securities, Inc. Kenneth holds Series 3, 7, 24, 31, 63, and 65 licenses and has a long history of providing investment advice and portfolio management services to individuals, businesses, and institutions. Kenneth also offers investment consulting services to institutional clients and has a strong background in financial planning and pension consulting.
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.
Investment consulting services to institutional clients
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
FL
08/08/2017 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
NC
02/02/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/22/1986 - 02/02/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/22/1986 - 10/07/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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