Unclaimed
Kenrick Whyte is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenrick has been in the industry since February 16, 1998. Kenrick Whyte is licensed to provide investment advice in Florida and Texas. Kenrick is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and provides investment advice to a range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/20/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT LAUDERDALE FL)
NY
05/16/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
06/03/1998 - 04/26/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
FL
01/29/1998 - 06/05/1998
THE HAMILTON-SHEA GROUP, INC. (POMPANO BEACH FL)
IA
Issued 09/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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