Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Friedman is an investment advisor representative with Kevin Kennedy, LLC. Amy has been in the financial services industry for over 14 years and has held prior roles at OSAIC WEALTH, INC., LPL Financial LLC, and Mutual Service Corporation. Amy holds a Series 7 and Series 66 license, as well as the SIE. Amy is a Certified Financial Planner and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/22/2024 - Present
Kevin Kennedy, LLC (Simi Valley CA)
CA
04/17/2015 - 01/30/2024
OSAIC WEALTH, INC. (TARZANA CA)
CA
09/08/2009 - 04/17/2015
LPL FINANCIAL LLC (ENCINO CA)
CA
12/22/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (OAK PARK CA)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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