Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Danilo is a financial advisor with over 20 years of experience in the financial services industry. He is a Certified Financial Planner™ and holds Series 7, 24, 63, and 65 licenses. Kenneth currently works with Moneco Advisors, a firm with offices in Fairfield, CT and Naples, FL. Kenneth specializes in providing financial planning and investment management services for individuals, families, and businesses. He has a particular focus on working with high-net-worth individuals and families. He has been a financial advisor since 1992.
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.
Lpl financial sponsored advisory programs
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.
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2
CT
04/22/2022 - Present
Moneco Advisors (FAIRFIELD CT)
FL
03/29/2001 - 09/30/2002
PACIFIC FINANCIAL ASSOCIATES, INC. (PARKLAND FL)
NY
07/29/1996 - 06/24/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/01/1992 - 08/03/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/06/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 11/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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