Unclaimed
Andrew Michael Kenkel is a financial advisor at Fidelity Personal and Workplace Advisors. Andrew has been working in the financial services industry since 1996. Andrew is registered with FINRA and the state of Florida. Andrew has experience in a variety of financial services, including portfolio management, financial planning, and educational seminars. Andrew is also a licensed insurance agent. Andrew has extensive experience helping clients develop and implement financial plans, and providing investment advice. Andrew also has experience helping clients with retirement planning. Andrew is committed to providing clients with personalized financial advice and services. Andrew believes in building strong relationships with clients and working together to achieve 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.
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
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (RIVERVIEW FL)
RI
02/11/2002 - 04/20/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/30/1996 - 02/01/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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