Unclaimed
Jennifer Kendall is an Investment Advisor Representative with The Welch Group, LLC. Jennifer has been in the industry since 2014 and is currently registered with the state of Alabama and Texas. Jennifer holds a Series 65 license, and has a Certified Financial Planner designation. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. Jennifer is dedicated to providing clients with personalized 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.
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.
Advice on matters not involving securities.
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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AL
12/20/2021 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
IA
Issued 05/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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