Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kennedy is a financial advisor with over 20 years of experience in the financial services industry. He has held positions at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., and Morgan Stanley DW Inc.. Thomas is currently registered with Ameriprise Financial Services, LLC, and is based in Fort Worth, Texas. Thomas specializes in providing financial planning, asset allocation services, and portfolio management for individuals, businesses, and trusts. He has a strong background in securities and investment management and holds the Series 7, Series 31, and Series 66 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
12/09/2019 - Present
Ameriprise Financial Services, LLC (FORT WORTH TX)
TX
10/23/2009 - 12/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
08/13/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
NY
07/09/2002 - 07/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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