Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robinowitz is a financial advisor who has been in the industry since 1996. Kenneth currently works at Wells Fargo Clearing Services, LLC and has worked at several previous firms including Wells Fargo Investments, LLC, Chase Securities Inc., Chase Securities of Texas, Inc., and CitiCorp Investment Services. Kenneth holds the Series 63, Series 65, Series 7 and SIE licenses and is registered in Arizona, Colorado, Florida, Hawaii, Maryland, North Carolina, Oklahoma, Texas, Virginia and Washington.
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.
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.
Investment consulting services to institutional clients
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
FL
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
TX
09/07/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DALLAS TX)
NY
09/28/2000 - 04/12/2001
CHASE SECURITIES INC. (NEW YORK NY)
TX
01/14/1999 - 10/17/2000
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
07/06/1994 - 04/17/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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