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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 John Donnelly is a registered representative with PlanMember Securities Corp. Kenneth Donnelly has been in the financial services industry since May 1997 and currently holds licenses for securities and investment advisory activities in California. Kenneth Donnelly has previously worked with several firms including NATIONAL PLANNING CORPORATION, MORGAN STANLEY, WELLS FARGO ADVISORS, LLC, and CITIGROUP GLOBAL MARKETS INC.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/31/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
08/15/2014 - 04/26/2017
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
04/15/2011 - 06/17/2013
MORGAN STANLEY (NEWPORT BEACH CA)
CA
01/22/2009 - 03/31/2011
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
03/14/2008 - 01/27/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
CA
07/21/2000 - 04/10/2007
FSC SECURITIES CORPORATION (SEAL BEACH CA)
CA
06/26/2000 - 07/26/2000
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
07/14/1997 - 04/29/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/03/1997 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
MA
03/15/1993 - 04/09/1997
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
07/01/1992 - 03/03/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
LA
06/07/1991 - 08/24/1992
DONNELLY INVESTMENT SECURITIES CORPORATION (JEFFERSON LA)
MA
03/25/1992 - 05/11/1992
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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