Unclaimed
Dontae Kennedy-harrison is a registered representative with City National Securities, Inc. Dontae is a Series 66 licensed professional. Dontae specializes in providing financial planning, portfolio management for businesses and individuals, as well as selection of other advisors. Dontae has been with City National Securities, Inc. since September 2024. Dontae has a history of working in financial services with experience at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Dontae previously served in the United States Air Force. Dontae is based out of the City National Securities, Inc. office in La Jolla, California.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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CA
01/23/2025 - Present
City National Securities, Inc. (LA JOLLA CA)
Active
Inactive
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