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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kennedy-heine is a financial advisor in Boston, MA. Jeffrey Kennedy-heine has been working in the financial services industry since October 2, 2006 and currently works at Columbia Management Investment Advisers, LLC. Jeffrey Kennedy-heine previously worked for Columbia Management Distributors, Inc. and Ameriprise Financial Services, Inc. Jeffrey Kennedy-heine has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Jeffrey Kennedy-heine specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisors.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/03/2012 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
01/23/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/31/2006 - 12/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
BOTH
Issued 09/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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