Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Kennedy is a financial advisor with Global Retirement Partners LLC, a firm specializing in retirement planning and investment management services. Charles has over 20 years of experience in the financial services industry, providing personalized financial advice to individuals, families, and businesses. Charles is committed to helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services.
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.
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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CA
12/01/2021 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
09/21/2007 - 05/27/2008
NORTHEAST SECURITIES, INC. (PITTSBURGH PA)
PA
01/18/2007 - 09/07/2007
STANCORP EQUITIES, INC. (PITTSBURGH PA)
PA
04/26/2001 - 01/18/2007
INVESMART SECURITIES, LLC (PITTSBURGH PA)
NH
05/03/1999 - 12/31/1999
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
PA
05/07/1996 - 03/25/1997
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 04/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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