Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kennedy? Claim Your ProfileKennedy Shaw is a financial advisor with Thrivent Investment Management Inc. based in Phoenixville, PA. Kennedy holds the Series 66, Series 7TO and SIE licenses and is registered in 26 states, including Arizona, California, Colorado, and Texas. Kennedy specializes in working with high net worth individuals and helping them with financial planning and portfolio management. Kennedy has been in the financial industry since 2022.
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.
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.
1
2
PA
09/11/2024 - Present
Thrivent Investment Management Inc. (Phoenixville PA)
BOTH
Issued 05/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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