Unclaimed
Kenneth Dicicco is a financial advisor at LPL Financial LLC. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. He has been registered with the state of New Jersey since 2003 and with the state of Texas since 2013. Kenneth holds the Series 7, Series 24, and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE) certification. He also has experience in selling term life 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.
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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NJ
03/01/2013 - Present
LPL Financial LLC (MARLTON NJ)
NY
10/20/1997 - 04/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/22/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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