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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 Pascoe has been a registered investment advisor since 2003. Kenneth has worked at Avantax Advisory Services since 2009 and has an approved registration in Connecticut. Kenneth has extensive experience working with both individuals and businesses in a variety of areas including Financial Planning, Pension Consulting, Portfolio Management and Portfolio Management for Businesses. Kenneth also has a strong background in real estate. Kenneth has a license to practice as a Certified Public Accountant and holds the Series 66, SIE and Series 7 licenses. Kenneth works out of the Enfield, CT branch of Avantax Advisory Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CT
09/01/2009 - Present
Avantax Advisory Services (ENFIELD CT)
BOTH
Issued 07/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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