Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerald? Claim Your ProfileJerald Kennedy is a Registered Representative associated with Adviser Alliance, LLC. Jerald has been working in the financial services industry for over 15 years, and brings a wide range of experience in the field of Investment Advisory. Prior to joining Adviser Alliance, LLC, Jerald was affiliated with Fort Washington Brokerage Services, Inc. and Capital Analysts, Incorporated. Jerald Kennedy has a Series 6 registration. In addition to the firm, Jerald is also affiliated with J Kennedy Financial, LLC.
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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OH
05/18/2018 - Present
Adviser Alliance, LLC (COMMERCIAL POINT OH)
SC
01/09/2007 - 03/02/2007
WASSERMAN & ASSOCIATES, INC. (MYRTLE BEACH SC)
OH
09/01/2000 - 09/19/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
05/02/2000 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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