Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Kennat is a financial advisor with over 20 years of experience in the industry. Jeffry is a registered investment advisor with OSAIC WEALTH, INC. and has previously held positions at Securities America, Inc., KMS FINANCIAL SERVICES, INC., Ameriprise Financial Services, Inc., First Allied Securities, Inc., Natcity Investments, Inc., Natcity Insurance Services, Inc., Russian River Financial Services, Inc. and Royal Alliance Associates, Inc.. Jeffry holds a variety of licenses including Series 63, Series 65, Series 66, Series 7, Series 24, Series 4 and the SIE. Jeffry is also a Certified Financial Planner. Jeffry provides a variety of financial planning services to individuals, businesses, and institutions.
Strongsville, OH
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
06/14/2024 - Present
Osaic Wealth, Inc. (Strongsville OH)
OH
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Strongsville OH)
OH
12/01/2014 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Strongsville OH)
OH
05/08/2012 - 12/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
OH
06/30/2010 - 05/16/2012
FIRST ALLIED SECURITIES, INC. (AKRON OH)
OH
08/13/2001 - 07/07/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/13/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
CA
10/22/1998 - 05/30/2000
RUSSIAN RIVER FINANCIAL SERVICES, INC. (HEALDSBURG CA)
AZ
11/30/1994 - 11/25/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 6/30/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 9/7/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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