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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 Bruce Roberts is a financial advisor with over 30 years of experience in the industry. Kenneth has a diverse background, having worked with a variety of firms including Royal Alliance Associates, Inc., Capital Analysts, Incorporated, and The Equitable Life Assurance Society of the United States. Kenneth is currently a registered representative with LPL Financial LLC and holds the Series 6, 7, 24, 63, and 66 licenses. Kenneth is a Certified Financial Planner™ professional. Kenneth specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations.
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.
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2
NJ
07/25/2024 - Present
LPL Financial LLC (Manasquan NJ)
NJ
04/15/2016 - 07/29/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASQUAN NJ)
NJ
09/30/2008 - 04/28/2016
LPL FINANCIAL LLC (MANASQUAN NJ)
NJ
06/21/1994 - 10/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MANASQUAN NJ)
OH
08/17/1993 - 06/21/1994
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
AZ
12/11/1989 - 08/17/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
10/05/1988 - 04/10/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/05/1988 - 04/10/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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