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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kennedy has over 45 years of experience in the financial industry. James is a registered investment advisor with Cetera Investment Advisers LLC. James has a broad range of experience and provides financial planning and portfolio management for individuals and businesses. He has a special focus on high-net-worth individuals and has extensive experience in retirement planning and insurance. James holds Series 7, Series 1, and Series 63 licenses and is registered in Michigan and Ohio. He also holds a license as a Fixed Insurance Agent.
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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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
OH
08/04/1997 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
06/27/1977 - 08/19/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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