Unclaimed
John Kennedy is a financial advisor with LPL Financial LLC. John has been in the industry since October 1997 and is registered with the state of Michigan. John is also a Registered Representative and Investment Advisor Representative. John has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and pension plans. John provides investment management, financial planning, and other advisory services to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/09/2024 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
10/05/2017 - 01/12/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield MI)
MI
01/20/2004 - 10/10/2017
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
CT
02/06/2003 - 01/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MA
07/31/2002 - 02/13/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
10/12/2001 - 08/12/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/09/1997 - 10/25/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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