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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 Daley is an Investment Advisor Representative at Azimuth Capital Management, LLC in Winthrop, Maine. Kenneth has been a registered Investment Advisor Representative since November 5, 2012. Previously, Kenneth Daley was employed by Edward Jones in Winthrop, Maine from May 8, 2008 to November 6, 2012. Kenneth has passed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7). Kenneth's firm specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
ME
11/05/2012 - Present
Azimuth Capital Management, LLC (WINTHROP ME)
ME
05/08/2008 - 11/06/2012
EDWARD JONES (WINTHROP ME)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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