Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Lenfest is a financial advisor with over 12 years of experience in the industry. Kenneth has held several positions at different firms, including Citizens Securities, Inc., NYLIFE Securities LLC, and LIFEMARK SECURITIES CORP. Currently, Kenneth is registered with Wells Fargo Clearing Services, LLC and provides investment advice and financial planning services to individuals, businesses, and institutions. Kenneth is licensed to provide investment advice in a number of states, including Florida, New York, Pennsylvania, and Texas. Kenneth Lenfest holds several industry certifications, including the Series 6, Series 7, Series 63, and Series 65 licenses.
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.
1
2
NY
09/21/2023 - Present
Wells Fargo Clearing Services, LLC (WILLIAMSVILLE NY)
NY
02/20/2015 - 12/02/2020
CITIZENS SECURITIES, INC. (EAST AMHERST NY)
NY
04/02/2013 - 02/04/2015
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
NY
09/12/2011 - 02/27/2013
LIFEMARK SECURITIES CORP. (NIAGARA FALLS NY)
NY
12/24/2010 - 05/25/2011
FIRST INVESTORS CORPORATION (GETZVILLE NY)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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