Unclaimed
Kenneth Hewitt is a financial professional with over 30 years of experience in the financial services industry. Kenneth is currently a Registered Representative and Investment Advisor Representative with Consolidated Portfolio Review Corp. in Woodbury, NY. Kenneth has been a registered representative since 1993. Kenneth has held previous positions with Western International Securities, Inc. in El Paso, TX, and Financial West Group in El Paso, TX. Kenneth is Series 6, 7, and SIE licensed. Kenneth is experienced in financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/14/2023 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
TX
08/21/2017 - 02/13/2023
WESTERN INTERNATIONAL SECURITIES, INC. (El Paso TX)
TX
01/26/1995 - 08/21/2017
FINANCIAL WEST GROUP (EL PASO TX)
CT
10/15/1993 - 01/25/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
04/13/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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