Unclaimed
Kerry Leigh bellingham Kennedy is a financial advisor at Ameriprise Financial Services, LLC. Kerry has been in the financial industry since 1999 and has been registered with Ameriprise since 2008. Kerry has a strong background in financial planning and portfolio management. Kerry is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Kerry holds Series 7, Series 24, and Series 63 securities licenses and is also a Registered Principal.
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.
Asset allocation services
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
MN
08/05/2008 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
01/01/2007 - 07/25/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/11/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/11/2003 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/22/1999 - 10/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/22/1999 - 10/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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