Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kennedy is a financial advisor with Edward Jones, a well-established firm with a significant presence in the financial industry. Michelle has been a registered representative for over 28 years, holding licenses in various states and possessing a solid background in the securities industry. Michelle has demonstrated commitment to the profession by acquiring relevant credentials, including a Series 7, Series 63 and SIE licenses. Michelle has also obtained the Certified Financial Planner designation. Michelle is committed to providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Michelle has experience working with individuals, businesses, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
WA
11/06/2006 - Present
Edward Jones (RICHLAND WA)
NE
03/29/1999 - 11/19/2001
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CA
06/03/1996 - 04/06/1999
MUTUAL SECURITIES, INC. (CAMARILLO CA)
NY
09/15/1995 - 05/30/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
05/24/1994 - 09/18/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BC
Issued 03/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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