Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Shedleski is a financial advisor with Grove Point Advisors, LLC. Kenneth has over 30 years of experience in the financial services industry. Kenneth is a registered representative with FINRA and holds the Series 7 and Series 63 licenses. Kenneth also holds the SIE exam. Kenneth has worked with Grove Point Advisors, LLC since 2021. Prior to that, Kenneth was a financial advisor at Hackett Associates, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kenneth provides financial planning, investment management, and pension consulting services to individuals, families, and businesses.
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.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
09/07/1990 - 08/17/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
MN
08/25/1988 - 09/10/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/1988 - 09/10/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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