Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Polcari is a financial professional with over 30 years of experience in the investment industry. Kenneth is currently registered with Slatestone Wealth LLC, a financial advisory firm based in Jupiter, FL. Kenneth has held previous positions at a number of prominent financial institutions, including O'Neil Securities, Incorporated, ICAP Corporates LLC, Smith Barney Inc., and Salomon Brothers Inc. Kenneth has a broad range of experience and holds a number of licenses and designations including a Series 63, Series 65, Series 24, and Series 27. Kenneth is also a managing founder and owner of Kace Capital Advisors, a separate financial advisory firm.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
12/13/2023 - Present
Slatestone Wealth LLC (JUPITER FL)
FL
04/29/2019 - 09/30/2019
SABLE CAPITAL LLC (Palm Beach FL)
NY
12/14/2012 - 11/30/2018
O'NEIL SECURITIES, INCORPORATED (NEW YORK NY)
NJ
04/17/1998 - 11/07/2012
ICAP CORPORATES LLC (JERSEY CITY NJ)
NY
11/28/1997 - 04/01/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
08/03/1995 - 04/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
12/02/1992 - 07/27/1995
S.G. WARBURG & CO. INC. (NEW YORK NY)
IA
Issued 12/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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