Kenneth Nagy (CRD# 4140933) is an Investment Advisor Representative working at Northeast Equity Research Inc. in Peabody, MA and has over 19 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northeast Equity Research Inc. | Peabody, MA | Apr 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management10MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$100,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA
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