Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Kennedy is an investment advisor representative who has been in the industry since 2002. Trisha Kennedy is currently registered with PFS Investments Inc. in Mesa, Arizona and West Jordan, Utah. Trisha Kennedy is also registered with the state of Colorado as a Broker-Dealer, and the state of Florida as a Broker-Dealer. Trisha Kennedy was previously employed with WEDBUSH SECURITIES INC., PFS INVESTMENTS INC., AMERIPRISE FINANCIAL SERVICES, INC., WEDBUSH SECURITIES INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and PFS INVESTMENTS INC. Trisha Kennedy has passed the Series 63, Series 66, Series 7, Series 6, Series 26, and SIE exams. Trisha Kennedy has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Trisha Kennedy specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
02/26/2021 - Present
PFS Investments Inc. (MESA AZ)
CO
07/07/2017 - 08/06/2020
WEDBUSH SECURITIES INC. (DENVER CO)
CO
04/15/2014 - 07/17/2017
PFS INVESTMENTS INC. (GREENWOOD VILLAGE CO)
NM
03/17/2011 - 11/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SANTA FE NM)
AK
03/14/2006 - 08/04/2010
WEDBUSH SECURITIES INC. (ANCHORAGE AK)
IN
06/28/2005 - 11/21/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/28/2005 - 11/21/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
08/16/2000 - 10/01/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Trisha Kennedy is the right advisor for you? Invested Better is here to help.
