Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kenny is a financial advisor at Hilltop Securities Inc., based in Dallas, Texas. Steven has been working in the financial industry since 1988 and has experience with a wide range of firms including Truist Investment Services, Inc., BB&T Securities, LLC and RBC Capital Markets, LLC. Steven is a registered representative in Missouri, Oklahoma, and Texas. Steven also holds the Series 7, 31, 63, 65, and SIE licenses. Steven specializes in providing financial planning and investment management services to individuals, high net worth individuals, corporations, charitable organizations, and pension 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
09/01/2024 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
02/17/2021 - 09/04/2024
TRUIST INVESTMENT SERVICES, INC. (DALLAS TX)
VA
05/06/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
09/29/2006 - 05/20/2016
RBC CAPITAL MARKETS, LLC (DALLAS TX)
TX
01/17/2003 - 10/26/2006
CREDIT SUISSE SECURITIES (USA) LLC (DALLAS TX)
NJ
02/14/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/08/2001 - 09/16/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
08/14/2000 - 03/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/03/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MD
09/01/1997 - 01/14/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
12/16/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
05/27/1988 - 01/06/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
01/20/1988 - 04/05/1988
CULLUM & SANDOW, INC.
IA
Issued 12/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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