Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lazarowicz is a financial professional with over 16 years of experience in the financial services industry. Kenneth is currently registered with Avantax Advisory Services and holds a Series 6, 7, 63, and 65 license. Kenneth has been with Avantax for over 14 years and previously worked with Securian Financial Services, Inc. and PFS Investments Inc. Kenneth is a CPA and owns a tax and accounting firm. He provides financial planning, investment management, and tax and accounting services. Kenneth is committed to providing his clients with personalized financial advice to help them achieve their 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
08/18/2009 - Present
Avantax Advisory Services (Moon Twp PA)
PA
04/16/2007 - 09/09/2009
SECURIAN FINANCIAL SERVICES, INC. (ALIQUIPPA PA)
GA
03/13/2007 - 04/11/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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