Unclaimed
Kendal Jane Maler is a financial advisor with over 10 years of experience in the financial services industry. Kendal is currently registered as an investment advisor representative with State Farm Investment Management Corp. Kendal has held previous positions with Northwestern Mutual Investment Services, LLC, CUSO Financial Services, L.P., State Farm VP Management Corp., and Transamerica Capital, Inc. Kendal has a Series 6, Series 7, Series 63, and Series 6TO license. Kendal also holds a Chartered Financial Consultant designation. Kendal specializes in providing financial planning and portfolio management services to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AK
07/17/2023 - Present
State Farm Investment Management Corp. (Fairbanks AK)
MT
01/02/2020 - 05/23/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOZEMAN MT)
CO
11/26/2018 - 11/19/2019
CUSO FINANCIAL SERVICES, L.P. (CENTENNIAL CO)
AK
03/22/2016 - 07/20/2018
STATE FARM VP MANAGEMENT CORP. (FAIRBANKS AK)
CO
09/30/2013 - 06/02/2015
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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