Years of Experience
5-20+ Years
CHANDLER, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Kennedi Samantha Shepard is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kennedi Shepard has been in the industry for over a year. Kennedi Shepard holds the Series 66, Series 7TO and SIE exams and is registered in 53 states, including Arizona, California, and Texas. Kennedi Shepard is also registered as an investment advisor representative in 2 states. Kennedi Shepard's firm manages over $1 trillion in assets for a range of client types, including individuals, corporations, and institutions. Kennedi Shepard specializes in providing a variety of advisory services, including portfolio management, financial planning, and pension consulting.
SPECIALIZATIONS
TUCSON, AZ
41 Years Experience
2 Disclosures
ADVISOR BIO
Kenneth Goldhoff is a financial advisor with UBS Financial Services Inc. Kenneth is a registered representative with a Series 7, Series 31, and Series 63 license. Kenneth has been in the financial services industry since 1984. Kenneth has worked with several firms during his career, including McDonald Investments Inc., Gradison & Company Incorporated, and Robert H. Leshner & Co., Inc. Kenneth specializes in working with individuals, corporations, charitable organizations, and other businesses.
SPECIALIZATIONS
Chandler, AZ
28 Years Experience
1 Disclosures
ADVISOR BIO
Kenneth Charles Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Chandler, Arizona. Kenneth has been in the financial services industry since December 1996 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Kenneth holds a Series 7, 9, 10, 31, and 63 licenses and is a Registered Investment Advisor. Kenneth is committed to helping clients achieve their financial goals by providing them with a comprehensive range of financial services, including investment management, retirement planning, and estate planning.
SPECIALIZATIONS
TEMPE, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Kaiser is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Kenneth has been in the financial industry since 2023 and has a wide range of experience in various financial areas. Kenneth has earned the Series 7TO, Series 99TO, and Series 63 licenses, demonstrating a commitment to knowledge and expertise. Kenneth has worked for several financial institutions, including Vanguard Marketing Corporation and Northwestern Mutual, which showcases a diversified experience within the financial sector. Kenneth's current registrations include Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kenneth's dedication to client service and his extensive financial knowledge make him a valuable resource for individuals and families seeking comprehensive financial advice.
SPECIALIZATIONS
PHOENIX, AZ
25 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Riley is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Kenneth has a broad range of experience in the securities industry and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative, general securities representative and a uniform combined state law examination. Kenneth is registered with the state of Texas as an investment advisor representative. Kenneth specializes in providing financial advice to individuals, high net worth individuals, corporations, and other businesses. Kenneth has a strong track record of success in helping clients achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
9 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth M. Escoto is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kenneth has been in the securities industry since January 20, 2016 and holds a Series 66, Series 7, and SIE license. Kenneth M. Escoto works out of the Scottsdale, Arizona branch office of Merrill Lynch, Pierce, Fenner & Smith Inc.. Kenneth is registered with the state of California and Texas.
SPECIALIZATIONS
PHOENIX, AZ
39 Years Experience
1 Disclosures
ADVISOR BIO
Kenneth Eugene Knapp is a financial advisor who has been in the industry since December 9, 1985. Kenneth is currently registered with LPL Financial LLC and is licensed in 38 states and the District of Columbia. Kenneth has been with LPL Financial LLC since August 1991. Previously, Kenneth was registered with Mason, Hunt & Co., Inc., Fox & Company, and MONY Securities Corp. Kenneth offers financial planning, consulting and other non-discretionary advisory services, pension consulting, educational seminars, and portfolio management for businesses and individuals.
SPECIALIZATIONS
Scottsdale, AZ
0 Disclosures
ADVISOR BIO
Kenneth Brian Kann is an investment advisor representative with Beacon Pointe Advisors, LLC, a firm with offices in Scottsdale, AZ and Newport Beach, CA. Kenneth has been in the financial services industry since 1989, with prior experience at firms such as E*TRADE SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., COMPASS BROKERAGE, INC. and CHARLES SCHWAB & CO., INC. Kenneth holds Series 63, Series 65, Series 7 and Series 8 licenses. Kenneth specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and institutions.
SPECIALIZATIONS
PRESCOTT, AZ
27 Years Experience
2 Disclosures
ADVISOR BIO
Kenneth Hamada is a financial advisor at Avantax Advisory Services. Kenneth has been in the financial industry since 1998, and has held several positions at different firms. Kenneth is a Registered Representative and Investment Advisor Representative. Kenneth has a strong background in financial planning, fixed life insurance, and consulting. Kenneth is dedicated to providing personalized financial advice to help individuals achieve their financial goals.
SPECIALIZATIONS
SCOTTSDALE, AZ
43 Years Experience
0 Disclosures
ADVISOR BIO
Kenneth Melichar is a financial advisor with Stifel, Nicolaus & Company, Inc. Kenneth has over 40 years of experience in the financial services industry and holds Series 7, 63, and 65 licenses. Kenneth specializes in providing financial planning and investment management services to individuals, families, and businesses. Kenneth currently holds registrations in Arizona and Texas.
SPECIALIZATIONS