Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kendall is a financial advisor with over 26 years of experience in the financial services industry. John currently works at Osaic Wealth, Inc., and is licensed to provide financial services in 13 states. John is registered with both FINRA and the SEC as an Investment Advisor Representative and is also a registered securities agent in the state of New York. John has a wide range of experience working with individuals, families, businesses, and institutions. John focuses on providing a comprehensive financial plan to clients, and specializes in investment management, financial planning, and retirement planning. John has previously worked at Securities America, Inc., MONY Securities Corporation, and UBS PaineWebber Inc..
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
04/27/2005 - 06/14/2024
SECURITIES AMERICA, INC. (WEBSTER NY)
NY
12/02/2003 - 05/12/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/31/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NJ
10/05/1999 - 01/25/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/21/1997 - 09/14/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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