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Stephen Cary Kinsley

Csenge Advisory Group, LLC

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About Stephen Cary Kinsley

Stephen Kinsley is an Investment Advisor Representative at Csenge Advisory Group, LLC in Clearwater, Florida. Stephen has been in the industry since January 2019 and has a Series 63, Series 65, and Series 6TO license. Stephen provides financial planning, pension consulting, and selection of other advisors. Stephen also has experience in providing computer programming services and managing Workers Compensation Claims.

Firm Information

Stephen Kinsley is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Kinsley’s Registration & Firm History

MS

10/23/2023 - Present

Csenge Advisory Group, LLC (RIDGELAND MS)

MS

11/30/2019 - 01/22/2021

PFS INVESTMENTS INC. (RIDGELAND MS)

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Licenses & Designations

IA

Issued 09/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Cary Kinsley.
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