Unclaimed
Amber Kendrick is a registered Investment Advisor Representative with Procyon Advisors, LLC and has been in the industry since May 2010. Amber holds Series 6, 63, and 66 licenses and has previously worked at Commonwealth Financial Network, Mutual of America Life Insurance Company, Mutual of America Securities LLC, NRP Financial, Inc., and Ogilvie Security Advisors Corporation. Amber also works as a Retirement Plan Consultant with Procyon Institutional Partners, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
CT
10/06/2017 - Present
Procyon Advisors, LLC (SHELTON CT)
CT
05/12/2014 - 10/05/2017
COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)
CT
05/04/2010 - 05/08/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GLASTONBURY CT)
CT
05/04/2010 - 05/08/2014
MUTUAL OF AMERICA SECURITIES LLC (GLASTONBURY CT)
NC
05/20/2008 - 11/19/2009
NRP FINANCIAL, INC. (CHARLOTTE NC)
NC
09/18/2007 - 05/21/2008
OGILVIE SECURITY ADVISORS CORPORATION (CHARLOTTE NC)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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