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 a financial advisor and investment advisor representative at Forum Financial Management, LP in Lombard, Illinois. Michael has been with Forum Financial Management, LP since August 2010. Michael has held previous positions at Fifth Third Securities, Inc. and LaSalle Financial Services, Inc. Michael is registered to provide investment advisory services in Illinois and Louisiana. Michael is also a Certified Financial Planner.
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.
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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2
IL
01/12/2023 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
01/13/2006 - 01/30/2009
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
05/15/2002 - 12/02/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 11/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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