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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 Wesley Shell is a financial advisor with Mercer Global Advisors Inc. He is registered as a Registered Investment Advisor (RIA) in Oklahoma and Texas and has over 25 years of experience in the industry. Prior to joining Mercer Global Advisors Inc., Kenneth worked at PNC Capital Markets LLC, LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, OppenheimerFunds Distributor, Inc., MBSC Securities Corporation, Diversified Investors Securities Corp., JPMorgan Distribution Services, Inc., J.P. Morgan Institutional Investments Inc., John Hancock Funds, LLC, Touchstone Securities, Inc., and Legg Mason Wood Walker, Incorporated. Kenneth holds the Series 66 and Series 7 licenses.
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.
Trust services, estate planning, tax return preparation, consultation
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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TX
04/29/2024 - Present
Mercer Global Advisors Inc. (Houston TX)
PA
08/24/2021 - 08/21/2023
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
TX
12/09/2019 - 08/13/2021
LPL FINANCIAL LLC (HOUSTON TX)
LA
04/02/2015 - 08/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
LA
09/05/2013 - 04/09/2015
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
NY
08/03/2009 - 05/07/2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/08/2007 - 06/23/2009
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
09/12/2006 - 10/09/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
01/01/2005 - 07/26/2006
JPMORGAN DISTRIBUTION SERVICES, INC. (SAN FRANCISCO CA)
NY
10/01/2004 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MA
10/24/2001 - 09/02/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
OH
10/25/2000 - 08/24/2001
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
MD
07/14/1998 - 10/30/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 08/31/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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