Kenneth Molnar (CRD# 1455294) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Inverness, IL and has over 20 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Chicago, IL | Nov 2021 - Current | 2 |
| Communitech Outposts | Toronto, | Jul 2021 - Sep 2021 | < 1 |
| Unemployed - Covid | Inverness, IL | Dec 2020 - Jul 2021 | < 1 |
| Invex, LLC | Coral Gables, FL | Jul 2019 - Dec 2020 | 1 |
| Southwest Securities, Inc. | Chicago, IL | Dec 2003 - Jul 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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