Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Weinstein is an investment advisor representative with Avantax Advisory Services. Kenneth has been in the financial services industry since 1991. Kenneth has a background in accounting and tax preparation. Kenneth is a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA). Kenneth has been registered with the Securities and Exchange Commission (SEC) since 2003. Kenneth is licensed to sell securities in Maryland and New York.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/28/2021 - Present
Avantax Advisory Services (Tonawanda NY)
NY
12/02/2003 - 02/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/10/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
12/09/1999 - 09/04/2002
21ST CENTURY FINANCIAL SERVICES, INC. (EAST MEADOW NY)
TX
04/10/1998 - 12/07/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
12/10/1991 - 04/12/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
06/03/1991 - 09/23/1991
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Weinstein is the right advisor for you? Invested Better is here to help.
