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Timothy Patrick Kenney

Seawise Financial, Inc.

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About Timothy Patrick Kenney

Timothy Patrick Kenney is a financial advisor at Seawise Financial, Inc. with over 20 years of experience in the financial industry. Timothy has experience with a variety of firms including UBS Financial Services Inc., TD Waterhouse Investor Services, Inc. and Wells Fargo Investments, LLC. Timothy holds the Series 7, Series 63, Series 65, and SIE licenses. Timothy is a Certified Financial Planner and specializes in portfolio management, financial planning and pension consulting.

Firm Information

Timothy Kenney is currently registered with Seawise Financial, Inc.. Seawise Financial, Inc. is an investment advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 2 investment advisor representatives and manages approximately $43.57 million in assets for 203 clients.

$43.57M

Assets Under Management

4

Total Clients

2

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.

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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Timothy Kenney’s Registration & Firm History

CA

10/11/2018 - Present

Seawise Financial, Inc. (CARDIFF BY THE SEA CA)

CA

03/13/2014 - 08/01/2018

USAA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)

CA

01/08/2010 - 03/04/2014

UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)

CA

06/20/2008 - 01/25/2010

WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)

CA

02/01/2001 - 07/10/2008

LPL FINANCIAL CORPORATION (SAN DIEGO CA)

NE

11/11/1998 - 01/19/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 08/07/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Patrick Kenney.
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