Unclaimed
Kevin Kennedy is a financial advisor with Victrix Investment Advisors. Kevin has been a registered representative for over nine years. Kevin has a Series 7, Series 66, and SIE license. Prior to joining Victrix Investment Advisors, Kevin worked for Money Concepts Capital Corp. Kevin is based in Stuart, FL.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2020 - Present
Victrix Investment Advisors (STUART FL)
UT
04/09/2015 - 12/31/2019
MONEY CONCEPTS CAPITAL CORP (PARK CITY UT)
UT
02/25/2014 - 11/06/2014
EDWARD JONES (HOLLADAY UT)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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