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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Foley is a financial advisor registered with Equitable Advisors, LLC in Longview, TX. Kenneth has been working in the financial industry for over 20 years and holds Series 7, 31, and 66 licenses as well as the SIE. Kenneth previously worked with Wells Fargo Advisors, LLC and Morgan Stanley. Kenneth Foley is a highly experienced financial advisor who can help you with your financial planning needs. Kenneth specializes in working with high-net-worth individuals, corporations and charitable organizations.
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.
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.
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2
TX
01/12/2024 - Present
Equitable Advisors, LLC (Longview TX)
TX
07/19/2013 - 01/29/2024
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
06/01/2009 - 08/07/2013
MORGAN STANLEY (TYLER TX)
TX
02/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TYLER TX)
TX
10/14/2002 - 03/03/2008
UBS FINANCIAL SERVICES INC. (LONGVIEW TX)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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