Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Kennedy is a financial advisor with Edward Jones in FAIR LAWN, NJ. Elizabeth has been in the financial industry since 2014. She holds a Series 66, Series 7TO, SIE, Series 55, and Series 7 licenses. She is also registered in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Washington. Elizabeth has experience working for various financial institutions, including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WARBURG DILLON READ LLC. Her current firm, Edward Jones, is a leading financial services firm with over $1 trillion in client assets.
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.
See schedule d - miscellaneous
1
2
NJ
07/01/2022 - Present
Edward Jones (FAIR LAWN NJ)
NY
11/30/2018 - 06/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/02/1998 - 12/09/2002
BERNARD L. MADOFF INVESTMENT SECURITIES LLC (NEW YORK NY)
NY
03/18/1998 - 07/13/1998
WARBURG DILLON READ LLC (NEW YORK NY)
BOTH
Issued 01/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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