Unclaimed
Kenneth Steven Werner is a financial professional with over 10 years of experience in the industry. Kenneth is currently registered with Lazard Freres & Co. LLC, a leading financial advisory firm, and previously worked at FM PARTNERS HOLDINGS LLC. Kenneth holds several industry licenses and designations, including Series 63, Series 7, Series 24, and Series 27. Kenneth's expertise spans various areas of financial services, including securities, investments, and operations.
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.
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.
1
2
NY
02/26/2015 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
09/07/2012 - 02/23/2015
FM PARTNERS HOLDINGS LLC (NEW YORK NY)
BC
Issued 11/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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