Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Ford Kennedy is a financial advisor with over 15 years of experience in the industry. He holds a Series 7, Series 63, and Series 65 license, and is also a Certified Financial Planner and Chartered Financial Analyst. Geoffrey works as a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. and has been associated with this firm since 2011. Prior to that, he was registered with Securities America, Inc. from 2008-2011. Geoffrey is a registered advisor in 14 states and has been active in the industry since 2005. He offers a wide range of financial services, including portfolio management, financial planning, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AL
05/22/2019 - Present
Cambridge Investment Research Advisors, Inc. (FAIRHOPE AL)
AL
12/19/2008 - 06/27/2011
SECURITIES AMERICA, INC. (FAIRHOPE AL)
BC
Issued 12/29/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Geoffrey Kennedy is the right advisor for you? Invested Better is here to help.
