Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Kenny is a financial advisor with over 30 years of experience in the industry. David is currently registered with Raymond James Financial Services Advisors, Inc. in SAINT CLAIR SHORES, MI. David holds a variety of licenses and registrations, including Series 7, 63, 65, 8, 9, 10, and 24. Previously, David worked at Oppenheimer & Co. Inc., Fifth Third/The Ohio Company, Miller, Johnson & Kuehn, Incorporated, Juran & Moody, Inc., and John G. Kinnard and Company, Incorporated. David has a diverse background in financial services and provides a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. David is committed to providing personalized service and helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
07/30/2015 - Present
Raymond James Financial Services Advisors, Inc. (SAINT CLAIR SHORES MI)
MI
03/05/1999 - 06/18/2015
OPPENHEIMER & CO. INC. (GROSSE POINTE FARMS MI)
OH
01/30/1998 - 03/24/1999
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MN
01/03/1997 - 02/05/1998
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
02/23/1994 - 01/03/1997
JURAN & MOODY, INC. (ST. PAUL MN)
MN
08/23/1990 - 02/22/1994
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
OH
12/23/1985 - 08/31/1990
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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