Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Carpel is a financial professional with over 50 years of experience in the industry. Kenneth is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., and PHILADELPHIA LIFE ASSET PLANNING COMPANY. Kenneth holds several industry certifications, including Series 1, 7, 24, 26, 27, 40, 53, 63, 99, and SIE. Kenneth is a Chartered Financial Consultant. Kenneth offers a range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
PHILADEPHIA, PA
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (PHILADEPHIA PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PHILADEPHIA PA)
IA
11/08/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IN
08/09/1968 - 10/16/1996
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
BC
Issued 12/3/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 9/26/1977
F04 - Financial Principal Examination
BC
Issued 9/26/1977
Series 40 - Registered Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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