Unclaimed
Kenneth Fonteyn is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with LPL Financial LLC and is actively licensed in Florida and Texas. Kenneth has previously held positions at Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, Prudential Securities Incorporated, Joseph Charles & Assoc., Inc., Professional Asset Management, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Ashton Young Financial Services. Kenneth holds the Series 7, Series 63, and Series 65 licenses and the SIE designation. Kenneth's specialties include portfolio management, financial planning, and consulting.
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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2
FL
08/03/2021 - Present
LPL Financial LLC (PALM BEACH GARDENTS FL)
FL
10/05/2009 - 08/05/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
FL
04/17/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
FL
04/02/2007 - 04/24/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
04/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
WI
07/02/1999 - 04/15/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
02/26/1996 - 07/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
03/24/1994 - 03/01/1996
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
MI
09/01/1992 - 04/05/1994
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
MN
01/01/1991 - 01/03/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1991 - 01/03/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
12/20/1989 - 12/05/1990
ASHTON YOUNG FINANCIAL SERVICES (BLOOMFIELD HILLS MI)
IA
Issued 10/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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