Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth McKee White is an active financial advisor with over 40 years of experience in the industry. Kenneth currently works at UBS Financial Services Inc. Kenneth has been with UBS Financial Services Inc. since August 2010. Prior to this role, Kenneth worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc.. Kenneth holds the Series 3, 63, 65, 7 and SIE licenses. Kenneth is registered in 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.
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
08/24/2010 - Present
UBS Financial Services Inc. (ALBANY NY)
NY
06/01/2009 - 09/20/2010
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/19/1981 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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