Caleb Kennedy – Financial Advisor
Caleb Kennedy
Contact Information:
office: (800) 447-7228 EXT. 9360
email: invest@sccu.com
Located in Palm Bay East, available by appointment in Palm Bay West, Pt. Malabar, Bayside Lakes NW Palm Bay, Vero Beach and Miracle Mile branches.
Caleb Kennedy – Financial Advisor, CUSO Financial Services, L.P.
“I help members to achieve their financial goals through asset allocation. Diversifying your investments across various asset classes is the key to a successful financial plan. With a disciplined strategy we can achieve your financial goals while maintaining a level of risk consistent with your risk tolerance and time horizon.”
Registered Securities Licenses
Series 7 – General Securities Representative
Series 65 – Investment Advisor
Series 63 – Uniform State Law
Series 52 – Municipal Securities Representative
Florida Life and Annuities License E055721
States Registered in:Florida, New York, New Jersey, Georgia, California and Indiana
Education
BA in Communications from Lynn University
Previous Experience
More than 10 years experience as a Financial Advisor
*For tax advice, consult a qualified tax professional.
Products and services offered through CUSO Financial Services, L.P., are not NCUA or NCUSIF insured, not credit union guaranteed, and may lose value. Financial advisors are employees of Space Coast Credit Union and registered representatives of CFS. Space Coast Credit Union is in partnership with CFS. (Member FINRA/SIPC)
