Unclaimed
Kenneth Walter Fry is a financial advisor with over 30 years of experience in the industry. Kenneth is registered with IFS Group in Mechanicsburg, Pennsylvania. Kenneth specializes in working with high-net-worth individuals and provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Kenneth is a Certified Financial Planner™ and holds the Series 63, 65, 7, and SIE licenses. Kenneth is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Wrap fee program
1
2
PA
07/02/2024 - Present
IFS Group (MECHANICSBURG PA)
PA
01/03/1997 - 07/03/2006
LINSCO/PRIVATE LEDGER CORP. (WORMLEYSBURG PA)
CA
01/22/1996 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
02/04/1992 - 01/24/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 01/12/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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