Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Crandall McAdam has been an active investment professional since 1982. Currently, Kenneth is registered with Wells Fargo Clearing Services, LLC and has an office located in DANBURY, CT. Kenneth's expertise spans across various financial disciplines and Kenneth provides financial planning, investment consulting services and portfolio management for both individuals and businesses. Kenneth has a strong track record in the industry and is committed to delivering personalized financial guidance to help clients achieve their financial goals.
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
CT
07/01/2016 - Present
Wells Fargo Clearing Services, LLC (DANBURY CT)
CT
03/18/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WILTON CT)
NY
02/02/1990 - 03/21/1991
FINANCIAL SERVICES MARKETING, INC. (NEW YORK NY)
WI
05/18/1987 - 02/13/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/07/1986 - 05/22/1987
THE STUART-JAMES COMPANY, INC.
NA
05/09/1983 - 04/24/1986
FIRST JERSEY SECURITIES, INC.
NA
07/22/1982 - 03/21/1985
FIRST INVESTORS CORPORATION
NA
07/22/1982 - 03/29/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
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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