Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sydney Kaufman is a financial advisor who has been in the industry since May 3, 2000. Kenneth is currently registered with MML Investors Services, LLC. Previously Kenneth was registered with MSI Financial Services, INC. and David Lerner Associates, Inc.. Kenneth holds a Series 63, Series 7 and SIE license. Kenneth is currently registered in 10 states. Kenneth specializes in a wide range of financial services including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (TARRYTOWN NY)
NY
03/07/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
05/04/2000 - 03/07/2014
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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