Unclaimed
Jennifer Kennedy is a registered investment advisor representative with RBC Private Counsel (usa) Inc. She has over 20 years of experience in the financial services industry. Jennifer has held various positions at a number of firms, including CIBC World Markets Corp., CIBC Wood Gundy Securities Corp., and Midland Walwyn Capital Corporation. Jennifer holds a Series 7 and a Series 63 license and has specializations in portfolio management for individuals and selection of other advisors. Jennifer is currently based in Toronto, Ontario, Canada.
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.
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.
A percentage of the total value of assets under management is charged.
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02/12/2016 - Present
RBC Private Counsel (usa) Inc. (TORONTO, ONTARIO )
NY
11/03/1997 - 12/22/1999
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
11/21/1996 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
NA
07/18/1995 - 05/30/1996
MIDLAND WALWYN CAPITAL CORPORATION
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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