Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Kenney is a financial advisor with B. Riley Wealth Advisors, Inc. Shawn has been in the securities industry since 1987. Shawn holds licenses in several states including Florida, Georgia, North Carolina, Ohio, South Carolina, and Tennessee. Shawn provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Shawn previously worked at Stephens Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Wachovia Securities, Inc., Dean Witter Reynolds Inc., and Morgan Keegan & Company, Inc.
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.
1
2
SC
01/01/2025 - Present
B. Riley Wealth Advisors, Inc. (Chapin SC)
SC
04/16/2009 - 06/16/2016
STEPHENS (COLUMBIA SC)
SC
07/01/2003 - 04/17/2009
WACHOVIA SECURITIES, LLC (COLUMBIA SC)
NY
08/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
02/10/1997 - 08/24/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
05/18/1988 - 02/13/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/18/1987 - 05/18/1988
MORGAN KEEGAN & COMPANY, INC.
IA
Issued 09/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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