Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Beesmer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been in the industry since 1993 and holds Series 6, 7, 63, and 65 licenses, along with the SIE. He is a registered representative in several states, including New York, New Jersey, North Carolina, and Texas. Kenneth is a specialist in investment consulting and has experience working with individuals, high-net-worth individuals, businesses, pension and profit sharing plans, insurance companies, and charitable organizations. Kenneth has previously worked with Wells Fargo Advisors, LLC, and Citigroup Global Markets Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
11/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KINGSTON NY)
NY
01/16/2009 - 11/02/2016
WELLS FARGO ADVISORS, LLC (KINGSTON NY)
NY
02/02/1998 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (KINGSTON NY)
NY
06/22/1993 - 02/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/07/1993 - 12/31/1993
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 06/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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