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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Kennedy is a financial professional with over 16 years of experience in the financial services industry. Brian is currently registered with Cetera Investment Advisers LLC, a firm with over 16,000 clients and $104 billion in assets under management. Brian provides financial planning, portfolio management, and other services to individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
09/20/2017 - 01/03/2022
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
05/12/2016 - 09/22/2017
CETERA ADVISORS LLC (WESTBOROUGH MA)
MA
10/25/2006 - 05/02/2016
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 2/8/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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