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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kney is a financial advisor with over 30 years of experience in the industry. Jeffrey Kney is currently registered with Lincoln Investment and Capital Analysts. Jeffrey Kney has a wide range of experience in the financial services industry, including experience with Legend Equities Corporation and Legend Capital Corporation. Jeffrey Kney is licensed in multiple states and holds a variety of industry certifications, including Series 7, Series 6, Series 22, Series 26 and the SIE exam. Jeffrey Kney provides a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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2
NY
03/25/2021 - Present
Lincoln Investment (Amherst NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
FL
01/07/1988 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
09/17/1984 - 10/03/1984
A. G. EDWARDS & SONS, INC.
NA
12/21/1983 - 09/14/1984
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
BC
Issued 01/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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