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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Clayton Kennedy is a financial advisor with Mariner Wealth. Mitchell Clayton Kennedy provides financial planning services to individuals and families, as well as businesses. Mitchell Clayton Kennedy holds both the Series 65 and Series 66 licenses, as well as the Certified Financial Planner designation and the Personal Financial Specialist designation. Mitchell Clayton Kennedy has worked in the financial services industry since 2015. Mitchell Clayton Kennedy is registered with the state of Michigan as an investment advisor representative.
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.
Family office services
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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MI
06/28/2024 - Present
Mariner Wealth (Novi MI)
BC
Issued 02/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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