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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen James Kennedy is a financial advisor with Cetera Investment Advisers LLC. Stephen has been in the financial services industry since January 1, 2010 and is registered with the state of Ohio as an Investment Advisor Representative (IAR) and has a Series 65 license. Stephen is also registered as a Registered Representative in 17 states and has a Series 7 license, Series 63 license, and a SIE license. Stephen has experience in financial planning, portfolio management, and pension consulting. Stephen has a commitment to providing high-quality financial advice to individuals, families, and businesses. Stephen is also an insurance agent, selling life and annuities for various companies.
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.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
IA
Issued 9/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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