Unclaimed
Jeffrey Kinney is a financial professional with over 30 years of experience in the financial services industry. Currently, Jeffrey is a registered representative with Northland Securities, Inc. located in Minneapolis, Minnesota. Jeffrey has previously held positions at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, FTN Financial Securities Corp, First Albany Corporation, Mesirow Financial, Inc. and Clayton Brown & Associates, Inc.. Jeffrey holds the Series 7 and Series 63 licenses as well as the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Research 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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
MN
03/01/2017 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
CO
07/07/2009 - 03/15/2017
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
KS
05/25/2007 - 07/08/2009
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
05/24/1999 - 05/25/2007
FTN FINANCIAL SECURITIES CORP (OVERLAND PARK KS)
NY
09/17/1993 - 05/20/1996
FIRST ALBANY CORPORATION (NEW YORK NY)
IL
03/09/1992 - 10/07/1993
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
05/30/1991 - 03/17/1992
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
TX
07/23/1986 - 06/11/1991
VAN KAMPEN MERRITT INC. (HOUSTON TX)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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