Unclaimed
D. g. (Chip) Kensinger, a Certified Financial Planner™ professional, has been serving clients since 1983. Don currently works at BCG Securities, Inc., a firm established in 1985. Don is registered with the State of Iowa as an investment adviser representative and is also registered with the State of New Jersey as a broker. He is also active as a broker with FINRA. Prior to joining BCG Securities, Inc., Don worked at LPL Financial LLC, RBC Capital Markets, LLC, and Dain Rauscher Incorporated. Don offers a variety of services including Financial Planning, Portfolio Management for individuals and businesses, and Selection of Other Advisers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/25/2013 - Present
BCG Securities, Inc. (CHERRY HILL NJ)
IA
12/17/2012 - 09/13/2013
LPL FINANCIAL LLC (CEDAR RAPIDS IA)
IA
03/02/1998 - 12/21/2012
RBC CAPITAL MARKETS, LLC (CEDAR RAPIDS IA)
NA
03/22/1983 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 02/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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