Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Richard Ferrone is an investment advisor representative with Northeastern Star Asset Management, Inc. Kenneth has been in the financial industry for over 25 years. Kenneth holds the Series 6, 7, 24, 28, 53 and 63 licenses and is also a Chartered Financial Analyst. Kenneth's prior experience includes positions at EAGLEVIEW SECURITIES, INC, FIRST SAVINGS SECURITIES, INC., M HOLDINGS SECURITIES, INC. , ARIS SECURITIES COMPANY, and QUEST CAPITAL STRATEGIES, INC. Kenneth specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations.
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.
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
PA
08/20/2014 - Present
Northeastern Star Asset Management, Inc. (WORMLEYSBURG PA)
PA
12/23/2014 - 01/04/2016
EAGLEVIEW SECURITIES, INC (Doylestown PA)
PA
11/18/2004 - 05/18/2015
FIRST SAVINGS SECURITIES, INC. (DOYLESTOWN PA)
OR
04/12/2002 - 03/30/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OH
11/06/1998 - 06/22/2000
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
CA
09/20/1996 - 12/11/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
07/30/1993 - 08/16/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/02/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1994
Series 2 - Non-Member General Securities Examination
BC
Issued 07/26/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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