Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Watson? Claim Your ProfileWatson Dale Kennedy is a registered investment advisor representative with Stonex Advisors Inc., located in Birmingham, Alabama. Watson Dale Kennedy is also registered in 52 states as a broker-dealer, and has been in the industry since 2020. Watson Dale Kennedy holds Series 7, 63, and 65 licenses, and specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and 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.
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.
Financial consulting 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
AL
08/17/2023 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
11/17/2020 - 07/14/2021
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
IA
Issued 08/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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