Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Connors is a financial professional with over 14 years of experience in the industry. Kenneth is currently registered with Truist Advisory Services, Inc. and has been with the firm since August 2021. Prior to joining Truist Advisory Services, Inc., Kenneth worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Kenneth holds a Series 66, Series 7, and SIE license. Kenneth's areas of expertise include financial planning, portfolio management for businesses and individuals, and the selection of other advisers. Kenneth focuses on working with a variety of client types including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
Wrap fee product and financial profiling services using desktop software
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
10/06/2021 - Present
Truist Advisory Services, Inc. (BOSTON MA)
MA
08/26/2010 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
08/02/2007 - 08/09/2010
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 03/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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