Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bernheim is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has over 20 years of experience in the financial services industry. Kenneth specializes in providing portfolio management services to individuals and businesses. Kenneth is also registered as an investment advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
06/17/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
CT
10/04/2005 - 04/21/2011
INFINEX INVESTMENTS, INC. (NORWALK CT)
MO
02/17/2003 - 10/05/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
04/13/1999 - 11/19/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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