Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Durfee is a financial advisor with Summit Financial, LLC. Kenneth has been in the financial industry since July 15, 1991, and is registered with FINRA. Kenneth is a Certified Financial Planner® and has been recognized by several industry organizations for his expertise in financial planning. Kenneth offers a range of services, including financial planning, investment management, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
07/16/1991 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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