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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Marx is an investment advisor representative. Kenneth is registered with Cetera Investment Advisers LLC and has been in the industry since January 16, 2009. Kenneth has passed the Series 6, Series 63 and Series 65 exams. Kenneth also holds registrations in several states. Kenneth has been employed with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. Kenneth is currently registered with Cetera Investment Advisers LLC. Kenneth has experience with various types of clients, including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WASHINGTON PA)
PA
01/16/2009 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WASHINGTON PA)
IA
Issued 07/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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