Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kenyon is a financial professional with over 10 years of experience in the financial services industry. He began his career with Edward Jones in 2019, then joined Charles Schwab & Co., Inc. in 2021. In 2023, he moved to Merrill Lynch, Pierce, Fenner & Smith Incorporated and then Bank of America, N.A. Michael currently holds a Series 7, 66, and SIE license and is registered with Cuso Financial Services, LP. Michael is committed to providing his 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.
1
2
CA
12/03/2024 - Present
Cuso Financial Services, LP (San Francisco CA)
CA
06/23/2021 - 06/13/2023
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
11/22/2019 - 05/27/2021
EDWARD JONES (SAN FRANCISCO CA)
BOTH
Issued 12/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials 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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