Unclaimed
Edward Kenney is a financial advisor who is registered with Northwestern Mutual Investment Services, LLC in Durham, North Carolina. He has been in the securities industry since 2000 and has experience with various firms. Edward is also registered as an Investment Advisor Representative in North Carolina, Texas and Washington. Edward Kenney has held multiple roles within the financial industry, including positions at Truist Investment Services, INC., BB&T Investment Services, INC., SunTrust Investment Services, INC., LINSCO/Private Ledger Corp. and Nationwide Securities, INC. Edward is also a 50% owner of River Bend Hill LLC, an investment property.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
05/15/2023 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
NC
11/29/2021 - 03/28/2023
TRUIST INVESTMENT SERVICES, INC. (MORRISVILLE NC)
NC
07/20/2006 - 06/02/2014
BB&T INVESTMENT SERVICES, INC. (CARY NC)
NC
11/23/2005 - 07/20/2006
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
SC
12/20/2002 - 09/30/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
12/22/2000 - 01/11/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 12/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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