Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudy? Claim Your ProfileRudy Grayson Kessinger is a financial advisor at D.a. Davidson & Co., a firm with a focus on financial planning, pension consulting, and portfolio management for both individuals and businesses. Rudy has been in the industry since December 2018 and holds several industry licenses including Series 63, Series 86, Series 87, and Series 7TO. Rudy has a background in research and analysis, as well as general securities representation. Previously, Rudy worked at CRAIG-HALLUM CAPITAL GROUP LLC in Wayne, PA.
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.
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
OR
07/06/2021 - Present
D.a. Davidson & Co. (PORTLAND OR)
PA
12/04/2018 - 07/06/2021
CRAIG-HALLUM CAPITAL GROUP LLC (Wayne PA)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/15/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/04/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Rudy Kessinger is the right advisor for you? Invested Better is here to help.
