Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kandis? Claim Your ProfileKandis Kay Schissel is an investment advisor representative with over 20 years of experience in the financial services industry. Kandis is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Nebraska and Texas. Prior to joining Merrill Lynch, Kandis was a registered representative with SII INVESTMENTS, INC. in Wisconsin. Kandis has a wide range of experience in financial planning, portfolio management, and investment advisory services. Kandis also holds Series 63, 65, 7 and SIE licenses. Kandis is a valuable asset to any investor looking for professional financial guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NE
09/07/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OMAHA NE)
WI
01/09/2002 - 03/21/2006
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 05/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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