Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth John Kellner is a financial advisor at LPL Financial LLC. Kenneth is a licensed financial advisor in the states of Arizona, California, Colorado, Florida, Illinois, Indiana, Minnesota, Missouri, Montana, Nebraska, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington and Wyoming. Kenneth has been in the financial industry since October 7, 2004. Kenneth's previous experience includes working at MML Investors Services, LLC and MSI Financial Services, Inc. Kenneth is a registered representative and investment advisor representative. Kenneth also works with individuals, high-net-worth individuals, trusts, estates, pension plans, 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.
Consulting and other non-discretionary advisory 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.
1
2
CO
10/21/2020 - Present
LPL Financial LLC (LITTLETON CO)
CO
03/25/2017 - 10/28/2020
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
02/18/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
02/18/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)
MA
09/29/2004 - 02/08/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 03/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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