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Trevor Kennedy

PHX Financial, Inc.

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About Trevor Kennedy

Trevor Kennedy is a financial advisor with Phx Financial, Inc. Trevor has been in the industry since 2024. Trevor is registered with FINRA and the states of New York, New Jersey and North Carolina. Trevor holds the Series 7TO, Series 63 and SIE licenses. Trevor is located in Hauppauge, New York.

Firm Information

Trevor Kennedy is currently registered with PHX Financial, Inc.. PHX Financial, Inc. is a Corporation formed in December 2006. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 3 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Trevor Kennedy’s Registration & Firm History

NY

04/22/2024 - Present

PHX Financial, Inc. (Hauppauge NY)

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Licenses & Designations

BC

Issued 05/10/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Kennedy.
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