Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Kenna is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC in Atlanta, Georgia. Joseph has been in the securities industry since 1988. Joseph previously worked at Citigroup Global Markets Inc. and Wachovia Securities, Inc. in various locations. Joseph's registrations include Series 7, Series 63, and Series 65 licenses. He holds designations in retirement, investment management, fixed income, and equity. Joseph offers a variety of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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
GA
02/15/2006 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
04/25/2000 - 02/22/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NC
12/20/1995 - 04/28/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MD
09/01/1994 - 12/20/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
07/26/1993 - 09/01/1994
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)
SC
01/23/1991 - 07/12/1993
BROKERS EXCHANGE, INC. (COLUMBIA SC)
NA
02/26/1990 - 11/15/1991
ATLANTA SECURITIES & INVESTMENTS, INC.
NY
09/13/1989 - 12/10/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/19/1988 - 02/22/1989
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 11/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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