Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Crowley is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is a Certified Financial Planner™ professional and holds FINRA Series 7, 31, and 66 licenses, as well as the SIE exam. Kenneth is currently registered with Rockefeller Financial LLC and is licensed in 34 states. Previously, Kenneth was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. Kenneth's specializations include retirement planning, investment management, and college savings. He is committed to providing personalized financial advice to individuals and families.
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.
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.
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FL
09/20/2019 - Present
Rockefeller Financial LLC (Bradenton FL)
VA
12/17/1999 - 09/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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