Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Kennedy is a financial advisor with Grove Point Advisors, LLC and has been in the financial services industry since 2002. Heidi is registered with the state of Pennsylvania. Heidi has a Series 6, Series 63, and Series 65 license as well as the SIE. Heidi has a long history of experience in the industry, with previous roles at FINANCIAL NETWORK INVESTMENT CORPORATION and PRUCO SECURITIES, LLC. She is a seasoned financial advisor with a deep understanding of financial planning, portfolio management, and investment strategies. Heidi Kennedy is committed to providing clients with personalized financial advice that meets their individual needs and goals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
05/29/2007 - 12/31/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
12/11/2001 - 04/23/2007
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
IA
Issued 05/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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