Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven L. Kennedy is a financial advisor who has been in the industry since 2008. Steven is a Registered Representative and Investment Advisor Representative with Private Advisor Group, LLC in Albany, NY. Steven has previously held positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CADARET, GRANT & CO., INC., MERCER ALLIED COMPANY, L.P., and AXA ADVISORS, LLC. Steven holds the Series 66, SIE, and Series 7 licenses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
07/31/2024 - Present
Private Advisor Group, LLC (Albany NY)
NY
03/04/2015 - 12/31/2015
CADARET, GRANT & CO., INC. (ROCHESTER NY)
NY
06/21/2013 - 03/19/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LATHAM NY)
NY
08/03/2010 - 05/14/2013
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
NY
12/03/2007 - 06/30/2010
AXA ADVISORS, LLC (CLIFTON PARK NY)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
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.
