Unclaimed
Kennedy Poole is a financial advisor registered with Key Investment Services LLC. Kennedy has been in the industry since February 2023 and is licensed to offer securities and investment advice in Pennsylvania. Kennedy holds the Series 63, SIE, and Series 6TO licenses and specializes in providing investment advice to individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/21/2023 - Present
KEY Investment Services LLC (UNIONTOWN PA)
BC
Issued 03/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kennedy Poole is the right advisor for you? Invested Better is here to help.