Unclaimed
Tabitha Violet Kenney is a financial advisor in Lake Forest, Illinois with 16 years of experience. Kenney is registered with RBC Capital Markets, LLC and has been with the firm since August 2021. Prior to joining RBC Capital Markets, LLC, Tabitha Violet Kenney was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Kenney holds Series 66, Series 7 and SIE licenses and holds licenses in 40 states.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
IL
08/26/2021 - Present
RBC Capital Markets, LLC (Lake Forest IL)
IL
11/25/2008 - 08/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE FOREST IL)
IL
04/02/2007 - 12/03/2008
MORGAN STANLEY & CO. INCORPORATED (LIBERTYVILLE IL)
IL
11/23/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LIBERTYVILLE IL)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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