Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Warren Glick is a financial advisor with Janney Montgomery Scott LLC in Montvale, NJ. Kenneth has been in the industry since 1986 and has been registered with Janney Montgomery Scott LLC since 2018. Prior to that, Kenneth was with MORGAN STANLEY in Paramus, NJ. Kenneth holds both Series 63 and Series 65 licenses as well as a Series 3 and Series 7. Kenneth's specialties include Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management. Kenneth has access to a wide range of products and services, including mutual funds, stocks, bonds, and options, Kenneth's experience and expertise allow to provide clients with comprehensive financial advice and guidance.
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.
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.
Fee plus commission
1
2
NJ
02/27/2018 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
06/01/2009 - 01/12/2018
MORGAN STANLEY (Paramus NJ)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/24/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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