Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Edward Burd is an active advisor with Principal Asset Management, a large firm with over $1 billion in assets under management. Kenneth has been in the industry since August 14, 2001, and has a wealth of experience working with various client types including individuals, corporations, investment companies, and pooled investment vehicles. Kenneth has demonstrated commitment to the financial services industry through several licenses including Series 7, Series 24, Series 51, and Series 63 and 65. Kenneth's professional background includes previous roles at Delaware Distributors, L.P., Fidelity Investments Institutional Services Company, Inc., and Evergreen Investment Services, Inc..
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
SC
02/28/2024 - Present
Principal Asset Management (Mount Pleasant SC)
PA
03/16/2012 - 09/05/2019
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
RI
02/04/2010 - 03/05/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NC
10/07/2003 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
06/27/2000 - 01/15/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
IN
08/12/1999 - 05/23/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/12/1999 - 05/23/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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