Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kennedy is a financial advisor with over 20 years of experience in the financial services industry. Lisa currently holds licenses to conduct business in Florida and Minnesota, and is registered with Osaic Wealth, Inc.. Lisa has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Lisa specializes in providing financial planning, portfolio management, and investment advisory services. Lisa is dedicated to helping clients achieve their financial goals.
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.
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
01/09/2019 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
06/11/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
GA
04/01/2004 - 12/02/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
FL
05/15/2009 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (ST. PETERSBURG FL)
WI
01/19/1999 - 05/07/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 08/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Kennedy is the right advisor for you? Invested Better is here to help.
