Ken M Ackerman is a highly qualified professional, that works in Smartlife Financial Group on the position of Chief Operating Officer and Financial Advisor from 2018. Ken M Ackerman has earned professional experience in more than six positions at different companies. Ken M Ackerman went to the Towson University and got education from 1981 to 1985. This professional has the following professional qualifications: General Securities Sales Rep-Series 7, Uniform Securities Agent State Law-Series 63, and General Securities Sales Supervisor-Series 24. West Palm Beach, Florida is the area, where this professional was known to settle. Ken's phone number and email can be easily accessed through this website by request.
Name variants:
Kendall Ackerman,
Kendrick Ackerman,
Kenneth Ackerman,
Kent Ackerman
Last updated May 31, 2024
Contact Information
Last Update
Jun 23, 2022
Email
ac**@aol.com
Location
West Palm Beach, FL
Company
Smartlife Financial Group
Workplace
Chief Operating Officer and Financial Advisor
Work History
Private Wealth Advisor
1917 Palomar Oaks Way SUITE 360, Carlsbad, CA 92008
As an financial advisor with an independent investment advisory firm, I develop customized fee-based investment strategies based on the client's risk tolerance, time frame and investment obj...
Apr 2016 — Sep 2017
President
California
Manage and monitor all activity for this online brokerage firm, including new account marketing and sales, client services and compliance.
Sep 1, 2010 — Apr 2016
Education
1981 — 1985
Occupations
Executive
Chief Operating Officer
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Advisor
General and Operations Manager
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Capital Markets
Marketing
Management
Financial Services
Investments
Wealth Management
Equities
Insurance
Sales
Mutual Funds
Risk Management
Series 7
Brokerage
Financial Advisory
Securities
Fixed Income
Fixed Annuities
Asset Management
Options
Portfolio Management
Financial Markets
Finra
Alternative Investments
Investment Advisory