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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 Anthony Ward is a financial advisor at Janney Montgomery Scott LLC, a firm with offices in Philadelphia, PA and Toms River, NJ. Kenneth has been in the industry since 1986 and has worked for several firms including Citigroup Global Markets Inc., Dean Witter Reynolds Inc., Paine Webber Incorporated, and David Lerner Associates, Inc. Kenneth holds Series 63, SIE and Series 7 licenses and is registered in 11 states. Kenneth specializes in providing financial advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Kenneth and Janney Montgomery Scott LLC offer a variety of financial services, including portfolio management, financial planning, and investment management.
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.
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.
Fee plus commission
1
2
NJ
12/15/2006 - Present
Janney Montgomery Scott LLC (TOMS RIVER NJ)
NY
02/28/2000 - 12/20/2006
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
09/26/1994 - 08/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
03/20/1990 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/29/1986 - 03/28/1990
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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