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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 Bradshaw is a financial advisor with over 20 years of experience. Kenneth currently works with Hightower Advisors, LLC, and provides financial advice to individuals, families, and businesses. Kenneth is a Certified Financial Planner™ and holds Series 63, 66, 7, and 24 licenses. Kenneth has previously worked with BlackRock Investments, LLC and TD Wealth Management Services Inc. Kenneth provides a wide range of financial services including financial planning, portfolio management, and treasury management for corporate clients.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
09/06/2023 - Present
Hightower Advisors, LLC (Marlton NJ)
NJ
08/06/2010 - 03/26/2019
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
PA
10/06/2009 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (PHILADELPHIA PA)
NY
02/14/2007 - 09/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/29/2006 - 12/01/2006
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
05/23/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
03/22/2004 - 05/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NE
02/16/2000 - 10/07/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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