Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Kennedy is an investment advisor representative with Osaic Wealth, Inc. based in Atlanta, GA. Michael has over 28 years of experience in the financial services industry. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 24, and Series 63 licenses. Michael previously worked at FSC Securities Corporation, Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc, Berthel, Fisher & Company Financial Services, Inc., AEGON USA Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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GA
11/03/2023 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
07/01/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
11/02/2018 - 07/27/2022
ROYAL ALLIANCE ASSOCIATES, INC. (CEDAR RAPIDS IA)
MA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
08/09/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
06/10/1998 - 08/19/1999
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
08/14/1997 - 04/30/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MN
03/15/1996 - 07/08/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/15/1996 - 07/08/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/23/1995 - 12/05/1995
PROTECTIVE GROUP SECURITIES CORPORATION (MINNEAPOLIS MN)
BC
Issued 3/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/3/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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