Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Deshawn Kennedy is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Carlos has been working in the financial services industry since March 22, 2007. Previously, Carlos was affiliated with BancWest Investment Services, Inc., Scottrade, Inc., and E*TRADE Securities LLC.
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.
1
2
UT
02/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
02/05/2015 - 11/02/2021
BANCWEST INVESTMENT SERVICES, INC. (PASADENA CA)
CA
11/18/2013 - 10/10/2014
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
07/18/2011 - 11/25/2013
SCOTTRADE, INC. (MODESTO CA)
CA
12/13/2004 - 10/14/2009
E*TRADE SECURITIES LLC (TORRANCE CA)
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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