Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Eugene Plummer is an Investment Advisor Representative at Gradient Advisors, LLC. Kenneth has been in the financial services industry since 1989 and is registered in Pennsylvania. Kenneth is also a Chartered Financial Consultant and has previously worked at INTERSECURITIES, INC., THE ADVISORS GROUP, INC., INDEPENDENT FINANCIAL SECURITIES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Kenneth's specializations include retirement planning, college savings, estate planning, insurance and financial planning. Kenneth is a strong advocate for his clients and provides them with the personalized attention they need.
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.
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.
Referral fees
1
2
PA
07/17/2020 - Present
Gradient Advisors, LLC (Chester Spring PA)
FL
07/15/1997 - 12/31/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MD
01/03/1996 - 07/15/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
07/08/1993 - 01/15/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
09/22/1989 - 09/09/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/22/1989 - 09/09/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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