Unclaimed
John Michael Kenney is an investment advisor representative with Next Level Private LLC. John has been in the industry since 2014 and has experience working at Arbor Realty Trust and Boston College. John specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. John is registered with the state of New York and holds a Series 65 license.
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.
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.
1
2
NY
07/17/2024 - Present
Next Level Private LLC (HARRISON NY)
IA
Issued 06/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Kenney is the right advisor for you? Invested Better is here to help.