Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kenney has been in the financial services industry since April 24, 1986. Patrick is currently registered with Ameritas Advisory Services, LLC. Patrick holds a Series 7, Series 63, Series 65, and Series 6TO license. Patrick is licensed in 31 states and is also registered as an Investment Advisor Representative in Ohio and Texas. Patrick is also an Independent Insurance Agent and is licensed to sell fixed insurance products through Premier Planning Group. Patrick is also a self-employed actor.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
07/15/2023 - Present
Ameritas Advisory Services, LLC (TOLEDO OH)
OH
07/30/1986 - 06/30/2006
CARILLON INVESTMENTS, INC. (TOLEDO OH)
OH
04/25/1986 - 11/14/2001
SKY INVESTMENTS, INC. (BRYAN OH)
IA
Issued 05/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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