Unclaimed
Kenneth Ozro Jefferson is an active broker and investment advisor representative with over 25 years of experience in the industry. Kenneth is registered with BNY Mellon Securities Corp. and has held a Series 6 license since November 20, 1996. Kenneth also holds a Series 26 and a SIE license. In addition, Kenneth is licensed in 52 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/21/1996 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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