Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kenney is a financial advisor currently registered with SHP Wealth Management, LLC. Mark has been in the industry for over a decade and is a Certified Financial Planner. Mark has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Mark is also an insurance agent, providing insurance services through SHP Financial in Plymouth, MA. Mark is based out of the Plymouth, MA office of SHP Wealth Management, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
04/12/2017 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
MA
03/21/2011 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLYMOUTH MA)
MA
11/19/2010 - 02/17/2011
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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