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Kenneth Weiss is a financial professional with over 8 years of experience in the industry. Kenneth is a registered representative with Cetera Investment Advisers LLC, a firm with over 6,000 investment advisor representatives and over $100 billion in assets under management. Kenneth is a Certified Financial Planner™ professional and holds Series 7, 24, and 66 securities licenses. Kenneth is registered to provide investment advice in 16 states, including Michigan, Texas, Florida, California, New York, and others. Kenneth has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. He also provides educational seminars to clients. Kenneth has worked with individuals, families, businesses, and charitable organizations.
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.
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.
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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON HILLS MI)
BOTH
Issued 10/7/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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