Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kennedy is a financial advisor registered with Osaic Wealth, Inc. Mark has been working in the financial services industry since 2001. Mark has a variety of experience in the financial services industry. Mark currently holds licenses in 14 states, including Montana, Texas, California and Florida. Mark Kennedy is committed to providing clients with personalized financial advice to help them reach 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
MT
07/13/2022 - Present
Osaic Wealth, Inc. (BILLINGS MT)
MT
04/20/2022 - 07/14/2022
CETERA ADVISOR NETWORKS LLC (Billings MT)
MT
12/18/2009 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Billings MT)
MT
12/11/2006 - 12/16/2009
PRIMEVEST FINANCIAL SERVICES, INC. (BILLINGS MT)
MT
11/22/2006 - 12/15/2006
FINTEGRA, LLC (BILLINGS MT)
MT
11/17/2004 - 11/01/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (BILLINGS MT)
MT
02/27/2001 - 11/29/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Kennedy is the right advisor for you? Invested Better is here to help.
