Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kennedy? Claim Your ProfileKennedy Daniel Crossan is a financial advisor at Osaic Wealth, Inc., a firm based in Scottsdale, AZ, where Kennedy is registered to provide advisory services. Kennedy has been in the industry since 2001 and holds Series 7, Series 24, Series 63, and Series 65 licenses. Kennedy also holds the Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/28/2011 - Present
Osaic Wealth, Inc. (RED BANK NJ)
NY
03/03/2009 - 11/07/2011
METLIFE SECURITIES INC. (NEW YORK NY)
NY
02/09/2001 - 03/03/2009
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
IA
Issued 07/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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