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Joseph Patrick Kennedy

BGC Financial, LP

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About Joseph Patrick Kennedy

Joseph Kennedy is a securities professional with over 10 years of experience in the financial services industry. He is currently registered with BGC Financial, LP and is licensed to conduct business in California and New York. Previously, Joseph has held positions at Bay Crest Partners, LLC, Meridian Investments, Inc. and Sunrise Brokers LLC. He is a Series 3, 7, 55, 57TO and SIE exam holder.

Firm Information

Joseph Kennedy is currently registered with BGC Financial, LP. BGC Financial, LP is a Partnership that was formed on April 2, 2008. They are registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have been involved in 36 Regulatory Events.

Not reported

Assets Under Management

Not reported

Total Clients

132

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Kennedy’s Registration & Firm History

NY

03/05/2024 - Present

BGC Financial, LP (NEW YORK NY)

NY

08/15/2019 - 12/04/2023

BAY CREST PARTNERS, LLC (NEW YORK NY)

MD

05/29/2019 - 08/26/2019

MERIDIAN INVESTMENTS, INC. (BETHESDA MD)

NY

03/03/2016 - 09/14/2018

SUNRISE BROKERS LLC (NEW YORK NY)

NY

01/05/2017 - 04/27/2018

BGC FINANCIAL, L.P. (NEW YORK NY)

NY

12/17/2012 - 02/04/2016

BGC FINANCIAL, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 09/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2016

Series 3 - National Commodity Futures Examination

BC

Issued 12/14/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/15/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph Patrick Kennedy.
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