Unclaimed
Kenneth Hager is a financial advisor with Ameriprise Financial Services, LLC. Kenneth has been in the financial industry since June 2003, and currently works from the Langhorne branch office in Pennsylvania. Before joining Ameriprise, Kenneth worked at firms like E*TRADE SECURITIES LLC, TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY DW INC. Kenneth has passed a variety of exams including the General Securities Representative Examination, Securities Industry Essentials Examination, Futures Managed Funds Examination, Uniform Combined State Law Examination, and Uniform Securities Agent State Law Examination. Kenneth has specializations in Fixed Annuities, Variable Annuities, Mutual Funds, Investment Advisory Services, Retirement Planning, and Education Planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/20/2018 - Present
Ameriprise Financial Services, LLC (Langhorne PA)
GA
04/28/2011 - 10/07/2015
E*TRADE SECURITIES LLC (ATLANTA GA)
PA
02/27/2009 - 02/03/2011
TD AMERITRADE, INC. (PHILADELPHIA PA)
NJ
07/31/2003 - 06/27/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
09/22/1999 - 08/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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