Unclaimed
Kenneth Michael Lampos is a financial advisor with over 30 years of experience in the industry. Kenneth is registered with Raymond James & Associates, Inc. and has been with the firm since September 1999. Kenneth has held prior positions with Roney & Co. and Roney & Co. L.L.C. Kenneth has been active in the industry since January 1993. Kenneth is licensed to provide investment advice in a variety of states, including Michigan, Texas, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Virginia, Washington, and Wisconsin.
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.
Please see note in schedule d - miscellaneous
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
09/25/1999 - Present
Raymond James & Associates, Inc. (KALAMAZOO MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/01/1993 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 09/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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