Unclaimed
Kevin Kennedy is a registered representative and investment advisor representative with over 18 years of experience in the financial industry. Kevin is currently associated with Hornor, Townsend & Kent, LLC, in Conshohocken, Pennsylvania. Previously, Kevin was with ING Financial Partners, Inc. and Hornor, Townsend & Kent, Inc. Kevin holds multiple licenses and certifications including Series 7, 6, 63, 65, 24 and 53. Kevin is an experienced professional in the areas of financial planning, portfolio management, and pension consulting.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
03/27/2013 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
12/11/2009 - 01/23/2012
ING FINANCIAL PARTNERS, INC. (WEST CHESTER PA)
PA
11/18/2003 - 05/06/2008
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 12/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/21/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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