Unclaimed
Marc A. Kenville is a financial advisor at LPL Financial LLC. Marc is a registered representative and investment advisor representative. Marc has been in the financial services industry since 2008. Marc holds Series 6, 7, 63, and 65 securities licenses. Marc is also registered in 15 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Minnesota, South Dakota, Texas, Washington, and Wisconsin. Marc has experience working with individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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
MN
07/05/2022 - Present
LPL Financial LLC (APPLE VALLEY MN)
MN
09/10/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (EDINA MN)
MN
01/21/2014 - 08/20/2014
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
01/21/2014 - 01/22/2014
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
05/30/2011 - 04/09/2012
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
WI
04/09/2008 - 02/25/2010
PRINCOR FINANCIAL SERVICES CORPORATION (ALTOONA WI)
IA
Issued 10/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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