Unclaimed
Kenneth Gilmore is a financial advisor with B. Riley Wealth Advisors, Inc. Kenneth has been in the securities industry since 1994. Kenneth is registered with the state of New Jersey and Texas. Kenneth offers a range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kenneth has experience working with a variety of client types, including individuals, corporations, and charitable organizations. Kenneth is a highly experienced and knowledgeable financial advisor who is committed to providing his clients with the highest level of service.
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.
1
2
NJ
01/07/2011 - Present
B. Riley Wealth Advisors, Inc. (CHATHAM NJ)
NJ
12/23/2009 - 07/22/2022
NATIONAL SECURITIES CORPORATION (CHATHAM NJ)
NJ
03/19/2003 - 01/21/2010
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
CT
04/06/1990 - 06/20/1990
DELAFIELD, HARVEY, TABELL INC. (STAMFORD CT)
NY
05/24/1982 - 03/14/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2012
Series 3 - National Commodity Futures Examination
BC
Issued 03/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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