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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 Shannon is a financial advisor with Fidelity Personal and Workplace Advisors. Kenneth has been in the financial services industry since 2000 and has a combined 30 years of experience in the industry. Kenneth specializes in working with high net worth individuals, corporations, and individuals other than high net worth. Kenneth is registered with the following securities regulators: FINRA, Kentucky, Ohio, and Texas. Kenneth also holds a Series 7, Series 63, Series 66, and SIE securities licenses.
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.
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
MA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
04/11/2008 - 07/31/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
12/07/2005 - 01/15/2008
COMPASS BROKERAGE, INC. (JACKSONVILLE FL)
FL
10/06/2004 - 11/29/2005
AMSOUTH INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
NY
03/16/2000 - 08/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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