Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joseph Kennedy is a financial professional with over 28 years of experience in the financial services industry. Gregory has a strong background in investment advisory services. Gregory has been registered with The Pinnacle Financial Group since September 9, 2021. Prior to joining The Pinnacle Financial Group, Gregory was registered with Summit Brokerage Services, Inc., Raymond James Financial Services, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Gregory is a licensed investment advisor representative (IAR) in the state of New York. Gregory has a strong track record of providing high-quality financial advice to a diverse range of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
Financial planning
1
2
NY
09/09/2021 - Present
THE Pinnacle Financial Group (HUNTINGTON NY)
NY
07/20/2012 - 05/22/2019
SUMMIT BROKERAGE SERVICES, INC. (HUNTINGTON NY)
NY
09/18/2008 - 07/23/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUNTINGTON NY)
NY
01/01/2008 - 10/15/2008
WACHOVIA SECURITIES, LLC (HUNTINGTON NY)
NY
02/07/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
MA
02/05/1993 - 02/13/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/05/1993 - 02/13/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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