Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Souser has been a registered representative for over 30 years. Kenneth is a licensed advisor with Wells Fargo Clearing Services, LLC. Kenneth has also been registered with Janney Montgomery Scott LLC, Key Investment Services LLC, McDonald Investments Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kenneth is licensed to provide investment advice in multiple states across the US. Kenneth's career began in 1993. Kenneth is currently registered with Wells Fargo Clearing Services, LLC and offers investment advice to both individuals and businesses.
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
NY
09/11/2020 - Present
Wells Fargo Clearing Services, LLC (DEWITT NY)
NY
08/12/2011 - 09/16/2020
JANNEY MONTGOMERY SCOTT LLC (SYRACUSE NY)
NY
01/03/2006 - 08/12/2011
KEY INVESTMENT SERVICES LLC (SYRACUSE NY)
NY
05/14/1999 - 12/31/2005
MCDONALD INVESTMENTS INC. (SYRACUSE NY)
OH
11/04/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
05/12/1993 - 05/23/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 7 - General Securities 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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