Unclaimed
Kenneth Joseph Harasym is a financial advisor with over 40 years of experience in the financial services industry. Kenneth is currently registered with Osaic Wealth, Inc. and holds licenses in Connecticut, Florida, Georgia and North Carolina. Kenneth has a broad range of experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Kenneth provides financial guidance to individuals, families, and businesses. Kenneth is committed to helping clients reach their financial goals. Kenneth is a Series 6, Series 22, Series 63, and Series 65 licensed representative.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Fort Meyers FL)
NY
11/25/1997 - 09/20/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/30/1996 - 12/03/1997
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
DE
07/01/1985 - 01/19/1996
PML SECURITIES COMPANY (NEWARK DE)
NA
09/28/1983 - 04/08/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 03/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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