Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Francis Kennedy is a financial advisor with LPL Financial LLC, based in Newport News, VA. Steven has over 35 years of experience in the financial services industry and has been registered with the state of Virginia since 1985. Steven is a licensed and registered representative of LPL Financial LLC. Steven offers a variety of financial services including financial planning, portfolio management for businesses and individuals, and investment advisory services. Steven is a dedicated professional committed to providing clients with personalized financial guidance and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
11/26/2021 - Present
LPL Financial LLC (NEWPORT NEWS VA)
VA
02/23/2005 - 12/10/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWPORT NEWS VA)
GA
05/26/2000 - 03/07/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
03/29/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
CA
11/13/1995 - 03/02/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
02/24/1994 - 11/04/1994
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
VA
07/16/1993 - 11/23/1993
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
NA
10/01/1991 - 06/30/1993
SWBC INVESTMENT COMPANY
IA
12/19/1990 - 09/13/1991
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
CO
11/14/1986 - 11/15/1990
NATIONAL SECURITIES NETWORK, INC. (ENGLEWOOD CO)
NA
10/23/1985 - 10/30/1986
DEAN WITTER REYNOLDS INC.
BOTH
Issued 01/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Kennedy is the right advisor for you? Invested Better is here to help.
