Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Kendall is an investment advisor representative with Osaic Wealth, Inc. John has over 40 years of experience in the financial services industry. He is registered with the state of Florida and New Jersey. John provides a variety of financial services to individuals, families, and businesses. His specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (TEQUESTA FL)
FL
06/06/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEQUESTA FL)
FL
03/27/2007 - 06/09/2008
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
MO
09/29/2003 - 08/18/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
02/14/2000 - 09/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/04/1991 - 02/17/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/21/1984 - 02/08/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/27/1979 - 03/20/1984
J. B. HANAUER & CO.
BC
Issued 07/14/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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