Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Wapnitsky is a financial advisor with over 30 years of experience in the industry. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional. Kenneth is currently registered with Janney Montgomery Scott LLC in Fairfield, Connecticut. Kenneth has also previously been registered with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Kenneth offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
06/05/2019 - Present
Janney Montgomery Scott LLC (FAIRFIELD CT)
CT
01/01/2008 - 06/10/2019
WELLS FARGO CLEARING SERVICES, LLC (NEW HAVEN CT)
CT
12/19/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWICH CT)
IA
Issued 10/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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