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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Kennedy is an investment advisor representative at Morgan Stanley and has been in the financial services industry since October 1990. John is registered with both FINRA and the state of Georgia and is also registered with the state of Texas as an investment advisor representative. John has earned both Series 63 and 65 securities licenses as well as Series 7, 31, and SIE exams. John was previously registered with CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., and DMG SECURITIES, INC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
02/11/2014 - Present
Morgan Stanley (Atlanta GA)
GA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
06/18/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
VA
10/11/1990 - 06/02/1992
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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