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Carlton Levi Kennedy

Securian Financial Services, Inc.

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About Carlton Levi Kennedy

Carlton Levi Kennedy is a financial professional with over 10 years of experience in the financial services industry. Carlton is currently registered with Securian Financial Services, Inc. and holds Series 6 and SIE licenses. Carlton is dedicated to providing comprehensive financial solutions to individuals and families in the St. Paul, MN area.

Firm Information

Carlton Kennedy is currently registered with Securian Financial Services, Inc.. Securian Financial Services, Inc. is a corporation formed in March 1984. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

184

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Carlton Kennedy’s Registration & Firm History

MN

10/01/2018 - Present

Securian Financial Services, Inc. (ST PAUL MN)

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Licenses & Designations

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlton Levi Kennedy.
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