Unclaimed
Jared Kenney is a financial advisor at LPL Financial LLC in Sugar Land, Texas. Jared has been in the financial services industry since 2009. Jared has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients reach their financial goals. Jared is also a Certified Financial Consultant.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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
TX
10/01/2024 - Present
LPL Financial LLC (SUGAR LAND TX)
TX
12/11/2015 - 04/13/2017
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
07/16/2009 - 12/15/2015
NEXT FINANCIAL GROUP, INC. (SUGARLAND TX)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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