Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deena? Claim Your ProfileDeena Kennedy is a registered representative with Oppenheimer & Co. Inc. in the Chicago area. Deena has over 30 years of experience in the financial industry and holds a Series 7, Series 99TO, and SIE licenses. Deena’s main focus is to provide financial advice and portfolio management to individuals, businesses, and pooled investment vehicles. Deena is committed to providing her clients with personalized service and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/03/2003 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
NY
11/21/1989 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 03/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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