Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Richard McDonald is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with Maxim Financial Advisors LLC and has been with the firm since February 2006. Previously, Kenneth was registered with Maxim Group LLC and Royce Investment Group, Inc. Kenneth has a broad range of experience and expertise, including portfolio management for individuals and businesses. Kenneth is also registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 24, 63, 65, 99TO and SIE licenses. Kenneth Richard McDonald is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
07/23/2021 - Present
Maxim Financial Advisors LLC (Woodbury NY)
NY
10/29/1999 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
09/04/1990 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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