Unclaimed
John Andrew Kinney is a financial advisor at LPL Financial LLC. John Andrew Kinney has been in the securities industry since May 13, 1989, and has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. John Andrew Kinney is registered to provide investment advice in a number of states, including Connecticut, Georgia, Massachusetts, New Jersey, Pennsylvania, and Texas. John Andrew Kinney also offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning.
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
CT
04/07/2021 - Present
LPL Financial LLC (MADISON CT)
CT
03/31/2006 - 11/29/2017
NATIONAL PLANNING CORPORATION (GUILFORD CT)
IN
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
04/28/1998 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MD
06/06/1996 - 05/05/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/30/1993 - 05/30/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/08/1989 - 07/26/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
WI
04/18/1989 - 08/21/1989
ISFA CORPORATION (APPLETON WI)
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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