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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Mark Kennedy is a Registered Investment Advisor in Tennessee and Washington. Charles Mark Kennedy is currently registered with The Pacific Financial Group, Inc. where he has been employed since 2016. Charles Mark Kennedy has been in the industry since 1996. Charles Mark Kennedy has a Series 63, Series 66, Series 65, Series 24 and Series 4 license. Charles Mark Kennedy has been registered with Curían Clearing, LLC, EDWARD JONES, POWELLJOHNSON, FTN FINANCIAL SECURITIES CORP and J.C. BRADFORD & CO. previously. Charles Mark Kennedy is a specialist in various financial planning services, portfolio management services for individuals and portfolio management services for businesses.
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.
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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TN
05/23/2018 - Present
THE Pacific Financial Group, Inc. (Nashville TN)
TN
02/11/2011 - 03/22/2016
CURIAN CLEARING, LLC (FRANKLIN TN)
TN
01/03/2005 - 10/07/2009
EDWARD JONES (NASHVILLE TN)
TN
03/03/2003 - 10/29/2004
POWELLJOHNSON (NASHVILLE TN)
TN
07/31/2000 - 03/10/2003
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
NY
10/02/1996 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 06/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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