Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Kennedy is an investment advisor representative with over 40 years of experience in the financial industry. Mark is currently affiliated with HD Money, Inc. and Monorail Securities LLC. His experience includes serving as Chief Investment Officer for both firms. He is a licensed investment advisor representative in Florida and holds several professional designations. He also has a proven track record of providing financial planning and portfolio management services to high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/16/2022 - Present
HD Money, Inc. (SARASOTA FL)
FL
04/17/2020 - 10/13/2022
VIEWTRADE SECURITIES, INC. (Sarasota FL)
NY
11/07/2012 - 02/04/2014
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
11/02/2000 - 11/01/2012
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NJ
11/08/2000 - 04/10/2002
FOX CHASE CAPITAL PARTNERS, LLC (SPRINGFIELD NJ)
NY
05/30/1996 - 03/21/2000
CANTOR FITZGERALD & CO. (NEW YORK NY)
CT
06/03/1991 - 05/31/1996
DILLON, READ & CO. INC. (STAMFORD CT)
NY
12/20/1988 - 06/10/1991
SUSQUEHANNA BROKERAGE SERVICES, INC. (NEW YORK NY)
NA
11/01/1979 - 10/05/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 08/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/31/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/18/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 06/05/1980
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/06/1982
Series 15 - Foreign Currency Options Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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