Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kennedy? Claim Your ProfileKennedy Lewellen Alley is a registered investment advisor representative with Relation Wealth Management, Inc. Kennedy has been in the industry since August 2021, previously working for Kestra Investment Services, LLC. Kennedy is licensed in Oklahoma and Texas and holds the Series 66, Series 7, and SIE licenses. Kennedy specializes in financial planning, portfolio management, and pension consulting. Kennedy is committed to providing her clients with the highest level of service and expertise.
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.
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
OK
07/01/2024 - Present
Relation Wealth Management, Inc. (TULSA OK)
OK
08/26/2021 - 07/01/2024
KESTRA INVESTMENT SERVICES, LLC (TULSA OK)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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