Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kendall is a financial advisor who has been in the industry since June 11, 2015. Eric is currently registered with Osaic Wealth, Inc. and has been with them since January 19, 2024. Eric has held previous positions at Woodbury Financial Services, Inc. and Woodmen Financial Services, Inc. Eric is registered in six states, including Florida, Kentucky, Minnesota, Mississippi, Tennessee, and Texas. Eric specializes in a variety of areas, including retirement planning, college savings, and estate planning. Eric holds the Series 6 and Series 63 licenses, as well as the SIE exam. Eric has a strong commitment to providing his clients with personalized financial advice and guidance. Eric's primary office is located in Bartlett, Tennessee.
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
TN
01/19/2024 - Present
Osaic Wealth, Inc. (BARTLETT TN)
TN
06/01/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ARLINGTON TN)
TN
06/12/2015 - 06/01/2022
WOODMEN FINANCIAL SERVICES, INC. (ARLINGTON TN)
BC
Issued 08/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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