Unclaimed
Jeffrey Kenyon is a financial advisor with over 15 years of experience in the financial services industry. Jeffrey is currently registered with GWN Securities Inc. and has previously been registered with The Investment Center, Inc., Securities America, Inc., and Brecek & Young Advisors, Inc.. Jeffrey holds Series 6, 63, and 65 licenses, as well as the SIE exam. Jeffrey specializes in providing financial planning, market timing services, and portfolio management for individuals. Jeffrey has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
11/17/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
05/21/2010 - 12/10/2014
THE INVESTMENT CENTER, INC. (WARREN NJ)
NJ
01/23/2009 - 06/09/2010
SECURITIES AMERICA, INC. (WARREN NJ)
NJ
10/18/2002 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (PARSIPPANY NJ)
IA
Issued 09/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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