Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Tomko is a financial advisor with T2 Asset Management, LLC. Kenneth has been in the industry since 2010 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Waddell & Reed, Inc. Kenneth holds the Series 7 and Series 66 securities licenses. Kenneth is a Chartered Financial Analyst and specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients.
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.
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.
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
IL
05/31/2013 - Present
T2 Asset Management, LLC (NAPERVILLE IL)
IL
04/25/2011 - 06/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LISLE IL)
IL
02/05/2010 - 04/29/2011
WADDELL & REED, INC. (NAPERVILLE IL)
BOTH
Issued 03/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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