Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Yuen is a financial advisor with Stonex Advisors Inc. Kenneth has been in the industry since 1998 and is licensed in several states. Kenneth has experience in a variety of financial services, including financial planning, portfolio management, and insurance.
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.
Financial consulting services
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.
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2
AL
12/09/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NV
01/03/2006 - 12/23/2019
QUEST CAPITAL STRATEGIES, INC. (LAS VEGAS NV)
MN
11/16/2004 - 11/30/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
03/08/2002 - 10/15/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
CA
04/10/2001 - 03/22/2002
HANMI SECURITIES, INC. (LOS ANGELES CA)
CA
02/05/2001 - 03/23/2001
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/22/2000 - 01/18/2001
STOCK USA, INC. (EL CAJON CA)
CA
06/29/1998 - 04/10/2000
U. S. PACIFIC FINANCIAL SERVICES, INC. (ALHAMBRA CA)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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