Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Kendall is a financial advisor with Mariner Wealth. Joshua has been in the industry since 2013 and has experience working with a variety of clients including individuals, high-net-worth individuals, families, businesses, and institutions. Joshua is registered with the state of California and holds the Series 66, 7 and SIE licenses. Joshua is also a Certified Financial Planner.
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.
Family office services
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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CA
12/07/2021 - Present
Mariner Wealth (SAN DIEGO CA)
CA
11/23/2020 - 12/03/2021
BANCWEST INVESTMENT SERVICES, INC. (GARDEN GROVE CA)
CA
10/30/2017 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)
CA
06/22/2016 - 10/17/2017
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
IL
06/18/2015 - 06/17/2016
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
IL
10/14/2013 - 06/03/2015
THRIVENT INVESTMENT MANAGEMENT INC. (BLOOMINGDALE IL)
BOTH
Issued 11/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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