Unclaimed
Kenneth William Van leeuwen is a financial advisor with over 40 years of experience in the industry. Kenneth is currently registered with LPL Financial LLC. Kenneth has held previous roles with INVESTACORP, INC., INTEGRATED RESOURCES EQUITY CORPORATION, SHEARSON LEHMAN BROTHERS INC., LEBENTHAL & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kenneth is licensed in 28 states and holds various industry certifications. Kenneth's area of focus includes financial planning, pension consulting and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/18/2024 - Present
LPL Financial LLC (PRINCETON NJ)
FL
08/28/1989 - 07/26/1995
INVESTACORP, INC. (MIAMI FL)
NA
12/11/1987 - 09/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/07/1984 - 12/23/1987
SHEARSON LEHMAN BROTHERS INC.
NA
08/03/1983 - 12/05/1984
LEBENTHAL & CO., INC.
NA
07/20/1981 - 04/05/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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