Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Matthew White is a registered representative with UBS Financial Services Inc. Kenneth has been in the financial services industry for over 16 years. Kenneth holds Series 7, 9, 31, and 66 licenses and the SIE exam. Kenneth specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Previously, Kenneth was employed by Morgan Stanley Smith Barney, Chase Investment Services Corp., and AXA Advisors, LLC.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
11/01/2011 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/13/2010 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
12/21/2009 - 03/29/2010
CHASE INVESTMENT SERVICES CORP. (MOUNT VERNON NY)
NY
09/15/2006 - 12/22/2009
AXA ADVISORS, LLC (WHITE PLAINS NY)
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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