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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 Mongeon is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Boston, MA. Kenneth Mongeon is registered with FINRA as well as with the states of Texas, Massachusetts and 22 other states. Kenneth Mongeon has been in the securities industry since March 1996. Kenneth Mongeon has passed a total of 8 securities exams. Kenneth Mongeon has a wide range of experience, including securities, investments, financial planning, and portfolio management. Kenneth Mongeon works with a variety of clients, including individuals, families, and businesses. Kenneth Mongeon provides a range of financial services, including financial planning, investment management, and retirement planning.
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.
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.
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2
MA
12/17/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
03/22/1996 - 01/03/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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