Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kennedy is an investment advisor representative with Osaic Wealth, Inc. based in Atlanta, Georgia. Michael has been in the financial services industry for over 27 years. Michael has a wide range of experience in the investment industry, having worked with various financial institutions including FSC Securities Corporation, Royal Alliance Associates, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Berthel, Fisher & Company Financial Services, Inc. Michael is licensed in all 50 states and the District of Columbia. Michael's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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 03/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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