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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Allan Demarco is a registered investment advisor representative with Avantax Advisory Services. Kenneth Demarco has been in the financial industry since 1993. Kenneth Demarco has experience in offering investment advisory services and financial planning services. Kenneth Demarco holds a Series 7, Series 24, Series 63 and Series 65 licenses. Kenneth Demarco is currently registered with the State of Illinois and Florida. Kenneth Demarco has previously worked with PFS INVESTMENTS INC., INVESCO DISTRIBUTORS, INC., VAN KAMPEN FUNDS INC., ESSEX NATIONAL SECURITIES, INC., INVEST FINANCIAL CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
11/24/2015 - Present
Avantax Advisory Services (Orland Park IL)
IL
03/10/2015 - 05/22/2015
PFS INVESTMENTS INC. (FRANKFORT IL)
IL
06/01/2010 - 09/16/2014
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
06/05/1997 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
CA
01/23/1996 - 06/16/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
06/12/1993 - 01/23/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
12/16/1991 - 08/05/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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