Unclaimed
Kenneth Cylkowski is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Kenneth has been in the industry for over 23 years, having started his career in 1999. Kenneth is registered in 34 states and has experience working with clients such as insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
04/21/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
03/28/2014 - 04/07/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BIRMINGHAM MI)
MI
01/06/2014 - 03/31/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 12/18/2013
MORGAN STANLEY (GROSSE POINTE FARMS MI)
MI
12/03/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GROSSE POINTE MI)
MO
09/16/2003 - 12/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
05/23/2002 - 09/08/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
10/12/1999 - 05/31/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/13/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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