Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth McCusker is a financial advisor with Raymond James & Associates, Inc. Kenneth has been a registered representative for over 27 years and is licensed to provide investment advice in 42 states. Kenneth has worked at multiple firms throughout their career, including Deutsche Bank Securities Inc. and Morgan Stanley & Co., Incorporated. Kenneth holds the Series 7, Series 63, and Series 65 licenses. Kenneth has been recognized by Raymond James for their expertise 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.
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.
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2
NY
06/13/2023 - Present
Raymond James & Associates, Inc. (New York NY)
NY
11/13/2009 - 05/08/2023
OTR GLOBAL TRADING LLC (PURCHASE NY)
NY
03/09/2009 - 11/04/2009
TELSEY CAPITAL GROUP LLC (NEW YORK NY)
NY
07/10/2007 - 12/05/2008
PULSE TRADING, INC. (NEW YORK NY)
NY
06/13/2003 - 07/17/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/02/2003 - 06/11/2003
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
05/22/1996 - 11/25/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 08/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
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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