Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Murray iii is an investment advisor representative with Edelman Financial Engines. Kenneth has been working in the financial services industry since 2004. Kenneth is registered in Texas and Virginia and has been actively involved in the industry for over 18 years. Kenneth has experience in providing financial planning, portfolio management, and pension consulting services. Kenneth is a Series 7, Series 31, and Series 66 licensed professional. Kenneth has previously held roles at Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Financial Engines Advisors L.L.C.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (ASHBURN VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
08/29/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TYSONS CORNER VA)
VA
08/25/2006 - 10/03/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
VA
08/05/2004 - 08/29/2006
MORGAN STANLEY DW INC. (RESTON VA)
BOTH
Issued 09/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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