Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Jay Heaney is a financial advisor with over 20 years of experience in the industry. Kenneth is currently registered with Osaic Wealth, Inc. in Southern Pines, NC. Kenneth has held previous positions with Securities America, Inc., Securities Service Network, LLC, and National Planning Corporation. Kenneth has a Series 6, Series 63, Series 26 and Series 65 license, and has earned the SIE designation. Kenneth specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (Southern Pines NC)
NC
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Southern Pines NC)
NC
10/09/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Fayetteville NC)
NC
02/17/2003 - 10/10/2017
NATIONAL PLANNING CORPORATION (FAYETTEVILLE NC)
IA
Issued 05/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Heaney is the right advisor for you? Invested Better is here to help.
