Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Walter Dorsch is a financial advisor with over 25 years of experience in the financial services industry. Kenneth is registered to provide investment advice and securities transactions in 53 states and the District of Columbia. Kenneth is currently affiliated with MML Investors Services, LLC and has previously been affiliated with MSI Financial Services, Inc., Allstate Financial Services, LLC, UBS Financial Services Inc., and Dean Witter Reynolds Inc. Kenneth holds Series 3, 7, 9, 10, 31, 52, 53, and 63 securities licenses and is also a Registered Investment Advisor. Kenneth's specializations include retirement planning, college savings, estate planning, and insurance. Kenneth provides a variety of services, including financial planning, portfolio management, asset allocation, and educational seminars.
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
OH
01/26/2022 - Present
MML Investors Services, LLC (DUBLIN OH)
OH
05/23/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
03/19/2009 - 05/27/2014
ALLSTATE FINANCIAL SERVICES, LLC (COLUMBUS OH)
OH
12/22/2000 - 03/17/2009
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
NY
05/03/1996 - 12/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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