Unclaimed
Kenneth J. Eilers is a financial advisor with Pinnacle Investments, LLC. Kenneth has been in the financial services industry since March 20, 1983, and has worked for a number of firms including Essex Securities LLC, Brooklight Place Securities, Inc., New England Securities, Woodbury Financial Services, Inc., Main Street Management Company and New England Securities. Kenneth is registered in the state of Connecticut and holds the Series 6, Series 22, Series 63 and SIE licenses. Kenneth focuses on providing financial planning, portfolio management for individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
CT
06/28/2019 - Present
Pinnacle Investments, LLC (EAST GRANBY CT)
CT
01/05/2016 - 07/10/2019
ESSEX SECURITIES LLC (East Granby CT)
CT
08/06/2012 - 12/31/2015
BROOKLIGHT PLACE SECURITIES, INC. (EAST GRANBY CT)
CT
11/19/2004 - 07/31/2012
NEW ENGLAND SECURITIES (EAST GRANBY CT)
MN
09/18/2003 - 11/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MA
01/10/1997 - 09/22/2003
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
01/31/1996 - 12/17/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/17/1983 - 12/30/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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