Patrick KennyCRD Number: 5118147
Current Firm: Park Avenue Securities LLC
Patrick Kenny (CRD# 5118147) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wall Township, NJ and has over 12 years of experience in the finance industry. Patrick Kenny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prudential Financial Planning Services
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Guardian Life Insurance||Wall, NJ||Oct 2016 - Current||5|
|Park Avenue Securities||Wall, NJ||Oct 2016 - Current||5|
|Park Ave Securities||Manasquan, NJ||Jul 2006 - Oct 2016||10|
|Guardian||Manasquan, NJ||Sep 2005 - Oct 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management10,625MILLIONS
Total Number of Accounts54,606ACCOUNTS
Average Account Value$194,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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