Unclaimed
Grant Leland Kendall is a financial advisor with Edward Jones, a well-established firm with a strong presence in the financial services industry. Grant Kendall has been a financial advisor since January 2017 and holds the Series 66, Series 7, and SIE licenses, indicating his knowledge and expertise in securities and investment advisory services. Grant Kendall has been actively involved in the financial industry for over 16 years. Grant Kendall has a proven track record of providing comprehensive financial advice and guidance to a wide range of clients, including individuals, families, businesses, and retirement plans. His services include financial planning, portfolio management, and selection of other advisors. Grant Kendall is committed to helping his clients achieve their financial goals and aspirations.
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.
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.
See schedule d - miscellaneous
1
2
OR
05/12/2017 - Present
Edward Jones (SALEM OR)
BOTH
Issued 03/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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