Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kennedy is a registered representative with Park Avenue Securities LLC. Jacob is licensed in 19 states and has been in the industry since 2022. Jacob is a licensed investment advisor and is also registered with FINRA and the SEC. Jacob has a series 66, Series 7TO and SIE. Jacob's specialties include financial planning, portfolio management for individuals and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
09/12/2022 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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