Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lynn is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is currently registered with Wealth Enhancement Advisory Services, LLC, a firm with offices in Plymouth, Minnesota, and Great Neck, New York. Prior to joining Wealth Enhancement Advisory Services, LLC, Kenneth was with Charles Schwab & Co., Inc., where he served as a Registered Representative for over 19 years. Kenneth has a comprehensive knowledge of the financial markets and a strong commitment to providing personalized financial advice to his clients. Kenneth's specialties include financial planning, retirement planning, and investment management. Kenneth is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
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2
NY
06/01/2022 - Present
Wealth Enhancement Advisory Services, LLC (GREAT NECK NY)
NY
09/13/1999 - 02/01/2019
CHARLES SCHWAB & CO., INC. (MANHASSET NY)
NY
11/12/1997 - 07/28/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/13/1997 - 08/25/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/23/1996 - 03/04/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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