Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Joseph Fitzpatrick is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Kenneth has been in the industry since February 23, 1990. Kenneth is a licensed Investment Advisor Representative in Florida, New Jersey, and Texas. Kenneth also holds Series 6, 7, 26, 63 and 65 licenses, as well as the SIE.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
06/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Leesburg FL)
NJ
06/09/1994 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (TOMS RIVER NJ)
GA
08/08/1988 - 11/20/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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