Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth William Wolf is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered as an investment advisor representative with Next Financial Group, Inc. and Sovereign Asset Management. Kenneth has also been active in the insurance industry, working with clients on fixed life and fixed annuity products, as well as long-term care insurance. Kenneth holds several industry certifications, including Series 6, 7, 63, and 66. Kenneth is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
10/31/2016 - Present
Next Financial Group, Inc. (AMHERST NY)
NY
08/22/1989 - 05/14/2008
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
08/22/1989 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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