Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Geraghty is a financial advisor with Fidelity Personal And Workplace Advisors. Kenneth is registered in 19 states, including Georgia and Texas. Kenneth has been in the financial industry since 2010 and has experience working with USAA Financial Advisors, Inc., NYLIFE Securities LLC, and Fidelity Brokerage Services LLC. Kenneth holds Series 6, 7, 63, 66 and SIE licenses. Kenneth is a Certified Financial Planner.
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
GA
05/02/2019 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
08/27/2015 - 04/22/2019
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
06/17/2010 - 08/12/2015
NYLIFE SECURITIES LLC (NORCROSS GA)
BOTH
Issued 06/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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