Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sitnick is a financial advisor with a strong background in investment advising. Kenneth has been in the industry for over 25 years and has worked for several prominent financial institutions, including Signator Investors, Inc., TD Ameritrade, Inc., and Atlas Securities, Inc. Kenneth holds a Series 65 license, a Series 66 license, and a Series 63 license, demonstrating his expertise in investment advising. Currently, Kenneth is an Investment Advisor Representative at Stansberry Asset Management, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
01/02/2025 - Present
Stansberry Asset Management, LLC (WESTLAKE TX)
CA
05/02/2016 - 07/25/2017
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
CA
06/06/2007 - 05/16/2016
TD AMERITRADE, INC. (CAMPBELL CA)
CA
09/16/2004 - 06/07/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
08/30/2004 - 09/29/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
05/25/2001 - 07/15/2004
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
MA
02/23/2000 - 01/12/2001
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
CA
12/17/1997 - 02/08/2000
IMPERIAL CAPITAL, LLC (LOS ANGELES CA)
NY
02/07/1996 - 05/20/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/07/1996 - 05/20/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
09/27/1994 - 07/21/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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