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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kennedy is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with over 14,500 investment advisor representatives and over $818 Billion in regulatory assets under management. Aaron Kennedy has been in the industry since October 15, 2016, and has a proven track record of providing financial advice and guidance to clients. He is a Registered Representative and Investment Advisor Representative for Fidelity Personal and Workplace Advisors and has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Aaron Kennedy's services include financial planning, portfolio management, and educational seminars. His commitment to client service and dedication to helping clients achieve their financial goals are evident in his extensive experience and education.
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.
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.
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
UT
03/26/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
11/29/2017 - 08/08/2018
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
03/03/2017 - 11/09/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH JORDAN UT)
UT
01/25/2016 - 01/12/2017
MWA FINANCIAL SERVICES INC. (North Ogden UT)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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