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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Roy Nemery is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since November 2023. Prior to that, Kenneth was a financial advisor with Wells Fargo Clearing Services, LLC and Morgan Stanley. Kenneth specializes in providing financial advice to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
FL
11/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
FL
11/17/2014 - 11/16/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
05/18/2010 - 09/25/2014
MORGAN STANLEY (CORAL SPRINGS FL)
NY
07/31/1993 - 06/06/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/18/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/19/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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