Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. Kenneth has been in the financial services industry since 1991. Kenneth is registered with FINRA and the state of Pennsylvania. Kenneth is also registered with the state of Pennsylvania as an Investment Advisor Representative. Kenneth has a Series 7, Series 63 and Series 66 licenses. Kenneth provides financial planning and investment management services to individuals and businesses. Kenneth's firm offers fixed fees, hourly charges and percentage of assets. Kenneth is also involved in life insurance sales.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
01/25/2010 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
MA
02/21/2003 - 01/21/2010
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NJ
02/13/2002 - 12/31/2002
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MA
01/29/1999 - 02/13/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
PA
08/25/1993 - 01/22/1999
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
11/09/1992 - 07/02/1993
PITTSBURGH FINANCIAL PLANNERS, INC. (MCMURRAY PA)
AZ
06/04/1991 - 08/30/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/05/1990 - 07/17/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
06/23/1987 - 04/27/1988
FINANCIAL INVESTMENT ANALYSTS, INC.
BOTH
Issued 06/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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