Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Kennedy is a financial advisor with Truist Advisory Services, Inc. Roderick has been in the industry since 1991 and has worked for a variety of firms, including UBS Financial Services Inc., Chase Investment Services Corp., New England Securities, and Equity Services, Inc. Roderick is registered with the state of Georgia as an investment advisor representative. Roderick is a chartered financial consultant.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NJ
02/21/2018 - Present
Truist Advisory Services, Inc. (TRENTON NJ)
NJ
11/24/2009 - 07/22/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
07/01/2009 - 11/18/2009
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
NJ
03/14/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/11/2005 - 03/08/2006
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
IL
01/13/2003 - 12/06/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/15/1997 - 01/28/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
VT
11/21/1990 - 06/25/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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