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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Michael Brundage is an investment advisor representative with United Planners' Financial Services of America a Limited Partner in Scottsdale, Arizona. Kenneth has been in the financial industry since 1999, working previously with firms such as Voya Financial Advisors, Inc. and Charles Schwab & Co., Inc. Kenneth holds a Series 6, Series 7, Series 63 and Series 65 license. He is an active member of the Arizona Board of Broker Dealers. Kenneth Brundage specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
02/22/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
03/28/2017 - 02/13/2019
VOYA FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
12/22/2011 - 03/06/2017
VOYA INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
CT
02/15/2007 - 11/22/2011
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
08/31/2010 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NC
07/01/2003 - 10/18/2006
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NY
05/20/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
11/23/2001 - 11/12/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
09/28/1999 - 06/08/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
09/03/1998 - 07/02/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MN
10/09/1997 - 03/16/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CO
05/23/1996 - 08/30/1996
D.E. FREY & COMPANY, INC. (DENVER CO)
NJ
11/10/1995 - 12/01/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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