Unclaimed
Kenneth Koinberg is a financial professional with over 10 years of experience in the financial services industry. Kenneth is currently registered with HSBC Securities (USA) Inc. Kenneth has Series 99 and SIE licenses. Kenneth's specializations include portfolio management for pooled investment vehicles, businesses, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/14/2012 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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