Unclaimed
Kenneth Segal is an investment advisor representative with LPL Financial LLC. Kenneth has been in the industry since September 27, 2000. Kenneth has a Series 66 license and a Series 7 license. Kenneth has been registered with the state of Pennsylvania since May 7, 2010. In addition to LPL Financial LLC, Kenneth has also worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Kenneth is currently registered with LPL Financial LLC in Pennsylvania. Kenneth is also registered with the following states: Alaska, California, Delaware, Florida, Georgia, Iowa, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, and Washington. Kenneth specializes in 1, 2, 3, 4, 5, and 6.
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
PA
05/11/2010 - Present
LPL Financial LLC (PHILADELPHIA PA)
PA
09/27/2000 - 05/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
MN
09/27/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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