Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Spitzbard is a financial advisor with over 35 years of experience in the industry. Kenneth is currently registered with Bard Financial Services, Inc. and is also registered with the state of Florida as an Investment Advisor Representative. Kenneth has a diverse background in the financial services industry and has held positions with a number of firms including SagePoint Financial, Inc., SunAmerica Securities, Inc., and Southmark Financial Services, Inc. Kenneth holds Series 7, 24, 51, and 63 securities licenses and is also a Series 65 licensed Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
03/26/2001 - Present
Bard Financial Services, Inc. (BRANFORD CT)
CT
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRANFORD CT)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/20/1988 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/13/1988 - 04/13/1988
GARY GOLDBERG & CO., INC.
NA
06/18/1986 - 03/23/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
03/19/1986 - 06/18/1986
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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