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Eron Stephanie Kennedy

Forthright Partnerstm

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About Eron Stephanie Kennedy

Eron Kennedy is a registered investment advisor representative in Nevada, where Eron is currently registered with Forthright Partnerstm. Eron has been in the industry since April 2012. Eron has passed the Series 65 exam, the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination (SIE). Eron also works for Premier Trust as a trust officer and is a financial advisor at Forthright Partnerstm.

Firm Information

Eron Kennedy is currently registered with Forthright Partnerstm. Forthright Partners is a financial advisory firm offering a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has 2 investment advisor representatives and 1 licensed agent. They offer phone-based counseling sessions as part of their services.

Not reported

Assets Under Management

20

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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phone-based counseling sessions

Phone-based counseling sessions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational workshops

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Eron Kennedy’s Registration & Firm History

NV

11/17/2023 - Present

Forthright Partnerstm (Reno NV)

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Licenses & Designations

IA

Issued 06/25/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eron Stephanie Kennedy.
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