Unclaimed
Kenneth Kobryn is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. and has a long history of working with clients, including high-net-worth individuals, corporations, and retirement plans. Kenneth has held positions at various firms, including Wells Fargo Clearing Services, LLC, Legg Mason Wood Walker, Incorporated, A. G. Edwards & Sons, Inc., FSC Securities Corporation, Dean Witter Reynolds Inc., and The Robinson-Humphrey Company Inc. Kenneth holds a variety of licenses and certifications, including Series 7, 3, 63, and 66. In addition to being a financial advisor, Kenneth is also an independent contractor with Meridiem Advisory Group LLC, formerly Gateway Partners LLC. Kenneth provides a variety of financial services to clients, including financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Pensacola FL)
FL
10/21/2005 - 04/13/2021
WELLS FARGO CLEARING SERVICES, LLC (PENSACOLA FL)
MD
04/28/2000 - 11/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
03/06/1991 - 05/04/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/14/1988 - 11/29/1988
FSC SECURITIES CORPORATION
NA
09/13/1986 - 06/18/1988
DEAN WITTER REYNOLDS INC.
NA
03/19/1985 - 08/06/1986
THE ROBINSON-HUMPHREY COMPANY INC.
BOTH
Issued 11/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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