Heidi Kennedy is a ChFC-designated registered investment advisor, based in Claysburg, PA, with 24 years of industry experience.
Location
Claysburg, PA
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Regulatory History (1)
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Employment Separation After Allegations
April 2007Other Business ActivitiesSells Insurance
Heidi works as an investment advisor and spends about 10-20% of her time on this. She also assists her husband with paperwork and purchasing properties for Kennedy Housing LLC, and is a divisional manager for Baltimore Life Companies, focusing on training agents in fixed insurance, annuities, health, and property & casualty insurance, taking about a quarter of her time. Heidi also serves as a principal and officer for Atlas Insurance Distributors.
Employment History
Current Registrations
Investment Research CORP
April 2025 - Present · 1 yr
World Capital Brokerage, INC.Broker
April 2025 - Present · 1 yr
World Capital Brokerage, INC.
April 2025 - Present · 1 yr
Previous Registrations
Grove Point Advisors, LLC
April 2021 - April 2025 · 4 yrs
Grove Point Investments, LLCBroker
January 2011 - April 2025 · 14 yrs 3 mos
H. Beck, INC.
January 2011 - April 2021 · 10 yrs 3 mos
Financial Network Investment Corporation
August 2008 - December 2010 · 2 yrs 4 mos
Financial Network Investment CorporationBroker
May 2007 - December 2010 · 3 yrs 7 mos
Pruco Securities, LLC.Broker
December 2001 - April 2007 · 5 yrs 4 mos
State Registrations4 states
CAINMDPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.