Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Gerard Danielsen is a financial advisor with LPL Financial LLC, a large financial services company with over $500 billion in assets under management. Kenneth has been in the industry since 1993 and has held several other roles at firms such as INVEST Financial Corporation, Financial Network Investment Corporation, Blue Vase Securities, LLC, Conseco Securities, Inc., Conseco Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Kenneth is registered in several states and holds numerous licenses and registrations, including the Series 6, 7, 24, 26, and 63 exams. At LPL Financial LLC, Kenneth works in a branch office located in Muncy, PA and provides services such as financial planning, pension consulting, educational seminars, and portfolio management.
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.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (MUNCY PA)
PA
06/15/2006 - 02/14/2018
INVEST FINANCIAL CORPORATION (WILLIAMSPORT PA)
PA
10/24/2005 - 06/08/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (WILLIAMSPORT PA)
PA
05/07/2002 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
IN
08/05/1998 - 05/07/2002
CONSECO SECURITIES, INC. (CARMEL IN)
IN
02/18/1998 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
NE
03/09/1992 - 05/02/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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