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William F. Kennedy

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CRD#: 1075739
WK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Francis Kennedy JR, who also goes by William Francis Kennedy, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1982. William had worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 5 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Francis Kennedy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 26, 2008 - September 30, 2016

SCEPTER CAPITAL MANAGEMENT, LLC

RIA
CRD#: 147622
PALM BEACH GARDENS, FL
Past

September 27, 2006 - May 5, 2008

J.P. MORGAN SECURITIES INC.

RIA
CRD#: 18718
PALM BEACH GARDENS, FL
Past

July 1, 2006 - May 5, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
PALM BEACH GARDENS, FL
Past

January 3, 2005 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
PALM BEACH GARDENS, FL
Past

December 9, 2004 - July 1, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
PALM BEACH GARDENS, FL
Past

March 19, 2004 - December 31, 2004

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

September 20, 1988 - September 26, 1989

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
Past

November 24, 1982 - September 4, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/29/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination

Current Firm


SC
SCEPTER CAPITAL MANAGEMENT, LLC
104 NAME | SCEPTER CAPITAL MANAGEMENT, LLC

CRD#: 147622 / SEC#:

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Contact information


Main Address
Palm Beach Gardens, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SCEPTER CAPITAL MANAGEMENT, LLC

CRD#: 147622

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