Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Neuman is a financial advisor with Steward Partners Investment Advisory, LLC. Kenneth has been in the financial industry since 1984. Kenneth holds multiple licenses including Series 7, Series 22, Series 63, and Series 65. Kenneth has experience working with individuals, corporations, high net worth individuals, and charitable organizations. Kenneth specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisors. Kenneth's clients benefit from Kenneth's experience working with various firms including Morgan Stanley, Merrill Lynch, Raymond James, and Steward Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
10/05/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
10/05/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)
NJ
06/01/2009 - 10/09/2018
MORGAN STANLEY (WARREN NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WARREN NJ)
NJ
08/21/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WARREN NJ)
NJ
04/03/1984 - 08/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
IA
Issued 3/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/2/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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