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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 Metviner is a financial advisor at Seacrest Wealth Management, LLC. Kenneth has been a financial advisor for over 28 years, serving individual and business clients with investment advice and financial planning. Kenneth's previous roles include a position as a financial advisor at Morgan Stanley Smith Barney. Kenneth holds Series 3, 5, 7, 15, 63, and 65 licenses and has been actively registered in Florida since 2016. Seacrest Wealth Management has a staff of 42 investment advisor representatives and is registered as an investment advisor with the Securities and Exchange Commission (SEC).
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.
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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NY
04/19/2016 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
NJ
06/01/2009 - 05/03/2012
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
06/11/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/25/1989 - 06/19/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/21/1989 - 04/07/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
09/23/1983 - 08/15/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 02/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 09/29/1983
Series 5 - Interest Rate Options Examination
BC
Issued 09/22/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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