Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Peter Steinmetz is a financial advisor with over 20 years of experience in the financial services industry. Kenneth has a proven track record of success in providing investment advice to individuals, businesses, and institutions. Kenneth is registered with Janney Montgomery Scott LLC and has a strong understanding of the financial markets and investment strategies. Kenneth is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and expert advice. Before joining Janney Montgomery Scott LLC, Kenneth held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Kenneth holds Series 7, 31, and 63 licenses as well as the SIE and Series 65. Kenneth has a passion for helping people achieve their financial goals and is dedicated to providing personalized service and expert advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
FL
02/22/2018 - Present
Janney Montgomery Scott LLC (FT. LAUDERDALE FL)
FL
01/18/2008 - 02/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
03/22/2001 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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