Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kennedy is an investment advisor representative with Missionsquare Retirement. Richard has been in the industry since January 4, 2018. Richard is licensed in Illinois, Indiana, Michigan and Wisconsin and has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination, and Investment Company Products/Variable Contracts Representative Examination. Richard has previous experience with PRUCO SECURITIES, LLC. and EverGreen Ministries.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
12/02/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
MI
01/02/2018 - 03/30/2023
PRUCO SECURITIES, LLC. (Jenison MI)
IA
Issued 08/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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