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 McAndress is a financial advisor who has been in the industry since February 26, 1986. Kenneth currently works for B. Riley Wealth Advisors, Inc. located in Bryn Mawr, Pennsylvania. Kenneth has been registered with B. Riley Wealth Advisors, Inc. since August 26, 2022. Prior to this role, Kenneth worked at Stifel, Nicolaus & Company, Incorporated, Boenning & Scattergood, Inc., Laessig Investment Company, Philips, Appel & Walden, Inc., and First Jersey Securities, Inc. Kenneth holds the Series 63, 65, 7, and 24 licenses.
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
PA
08/26/2022 - Present
B. Riley Wealth Advisors, Inc. (Bryn Mawr PA)
PA
11/29/2010 - 04/27/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
11/20/1991 - 11/30/2010
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NJ
03/04/1987 - 11/20/1991
LAESSIG INVESTMENT COMPANY (ISELIN NJ)
NA
06/13/1986 - 04/09/1987
PHILIPS, APPEL & WALDEN, INC.
NA
02/19/1986 - 06/04/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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