Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Tyler Kennedy is a financial advisor at State Farm Investment Management Corp. Lee is a registered investment advisor in Pennsylvania and has been in the industry since September 12, 2008. Lee is registered to provide investment advice to individuals and investment companies. Lee specializes in securities and has passed the Series 6, Series 7, Series 31, and Series 66 exams.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
PA
08/07/2018 - Present
State Farm Investment Management Corp. (Lancaster PA)
NC
04/01/2010 - 01/03/2011
MORGAN STANLEY SMITH BARNEY (HUNTERSVILLE NC)
MD
06/24/2009 - 03/16/2010
AXA ADVISORS, LLC (COLUMBIA MD)
MD
03/12/2008 - 05/28/2009
MML INVESTORS SERVICES, INC. (HUNT VALLEY MD)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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