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Haynes Kendall is an experienced financial advisor with over 30 years of experience in the industry. Haynes is a registered representative of Independent Financial Group, LLC and Capital Financial Consultants Group, Inc.. Haynes specializes in providing financial planning, portfolio management, and pension consulting services for individuals, families, and businesses. Haynes has extensive experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Haynes is also a Certified Financial Planner and holds Series 6, 7, 22, 24, 63, and SIE licenses. Haynes is committed to providing 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/18/2014 - Present
Independent Financial Group, LLC (San Juan Capistrano CA)
NE
04/11/2001 - 12/06/2004
QA3 FINANCIAL CORP. (OMAHA NE)
AZ
11/16/1998 - 04/11/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
03/04/1993 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
AZ
08/16/1984 - 04/16/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 05/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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