Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kendrick is a financial professional with over six years of experience in the industry. Donna is registered with Cetera Investment Advisers LLC, and previously worked with Cambridge Investment Research, Inc. Donna Kendrick holds the Series 7 and Series 66 licenses, as well as the SIE exam. Donna is a Certified Financial Planner and a Certified Divorce Financial Analyst. Donna provides financial planning services to individuals, corporations, and other businesses. Donna also offers educational seminars and provides portfolio management services. Donna Kendrick is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
08/08/2022 - Present
Cetera Investment Advisers LLC (WYNDMOOR PA)
PA
04/11/2017 - 08/11/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Wyndmoor PA)
BOTH
Issued 5/3/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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