Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Altman is a financial professional with over 25 years of experience in the financial services industry. Kenneth is registered with MML Investors Services, LLC and is licensed to conduct securities business in 16 states. Kenneth is also registered as an Investment Advisor Representative (IAR) in North Carolina and Texas. Kenneth has a broad range of experience in financial planning, portfolio management, and retirement planning. Kenneth holds a Series 6, Series 7, Series 63 and Series 65 licenses as well as the Securities Industry Essentials (SIE) designation. He has a strong commitment to providing clients with personalized financial advice and strategies to help them achieve their goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
12/22/2017 - Present
MML Investors Services, LLC (CHARLOTTE NC)
NC
11/29/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
GA
11/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
NJ
07/10/1996 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 07/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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