Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Weston Del goleto is a financial advisor with Ameriprise Financial Services, LLC. Kenneth has been in the financial industry since 1986 and is licensed to provide financial advice in Arizona, Arkansas, Delaware, Florida, Illinois, Maryland, Massachusetts, Montana, New Jersey, North Carolina, Pennsylvania, Utah, and Virginia. Kenneth holds the Series 7, Series 9, Series 10, Series 24, and Series 63 licenses, along with the SIE designation. In addition to his work with Ameriprise Financial Services, LLC, Kenneth has held previous roles at IDS LIFE INSURANCE COMPANY, SHEARSON LEHMAN HUTTON INC., F.N. WOLF & CO., INC., and FIRST JERSEY SECURITIES, INC. Kenneth specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
PA
07/29/2003 - Present
Ameriprise Financial Services, LLC (Phoenixville PA)
MN
08/16/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/17/1988 - 10/27/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/09/1987 - 03/24/1988
F.N. WOLF & CO., INC.
NA
07/23/1985 - 10/09/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 08/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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