Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Robert Mahoney is a financial advisor with over 30 years of experience in the financial services industry. Kenneth is currently registered with Newbridge Financial Services Group, Inc. and holds Series 7, 63, and 65 licenses. Kenneth previously worked for Aurora Capital LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, Paine Webber Incorporated, and F.D. Roberts Securities, Inc. Kenneth's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Promoter fees
1
2
FL
10/25/2019 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
NY
01/19/2006 - 07/01/2019
AURORA CAPITAL LLC (CHESTNUT RIDGE NY)
MO
04/03/2000 - 01/20/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/13/1995 - 04/28/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/06/1992 - 02/07/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/17/1989 - 03/03/1992
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NJ
02/14/1989 - 10/02/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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