Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Lyla Kennedy is a financial advisor with Osaic Institutions, Inc. in Homestead, Pennsylvania. Olivia Kennedy has been in the industry since 2006 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Olivia Lyla Kennedy holds Series 6, 7, 63 and 66 licenses and is registered to provide investment advisory services in 11 states.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
10/18/2017 - Present
Osaic Institutions, Inc. (Homestead PA)
PA
02/11/2014 - 08/18/2017
CETERA INVESTMENT SERVICES LLC (MONROEVILLE PA)
PA
05/17/2012 - 02/13/2014
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
05/20/2010 - 05/04/2012
CCO INVESTMENT SERVICES CORP. (LEECHBURG PA)
PA
10/01/2008 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (ALLISON PARK PA)
PA
01/24/2006 - 09/15/2008
NATCITY INVESTMENTS, INC. (BUTLER PA)
BOTH
Issued 12/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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