Unclaimed
Kenneth Handy is a financial advisor with Equitable Advisors, LLC, registered in 18 states and the District of Columbia. Kenneth has been in the financial services industry since 2006. Kenneth has a strong background in financial planning, portfolio management, and pension consulting. Kenneth works with a range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.
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
MD
07/22/2011 - Present
Equitable Advisors, LLC (COLUMBIA MD)
MD
02/23/2010 - 02/04/2011
NEW ENGLAND SECURITIES (BETHESDA MD)
MD
05/06/2008 - 12/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
07/05/2006 - 04/17/2008
FIRST COMMAND FINANCIAL PLANNING, INC. (ANNAPOLIS MD)
MD
01/16/2006 - 06/08/2006
EDWARD JONES (EDGEWATER MD)
IA
Issued 08/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Handy is the right advisor for you? Invested Better is here to help.