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 a financial advisor with PFS INVESTMENTS INC. Trisha has been in the financial services industry for over 20 years. Trisha is registered with FINRA and the state of Utah and is currently licensed to provide financial services to individuals, corporations, and charitable organizations. Trisha has experience with financial planning, portfolio management, and investment advice.
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.
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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 2/2/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/18/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 8/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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