Baily KennedyCRD Number: 6985354
Current Firm: Ubs Financial Services Inc.
Baily Kennedy (CRD# 6985354) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.
Prudential Financial Planning Services
Ubs Financial Services Inc.
|Ubs Financial Services||Cincinnati, OH||Jul 2018 - Current||4|
|The Christ Hospital||Cincinnati, OH||May 2017 - Jul 2018||1|
|Five Seasons Family Sports Club||Crestview Hills, KY||May 2015 - May 2017||2|
|Northern Kentucky University||Na, KY||Aug 2012 - May 2016||3|
|Better Bodies Fitness||Ft. Mitchell, KY||Jul 2012 - Aug 2015||3|
|Reality Tuesday Cafe||Park Hills, KY||May 2014 - Apr 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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