Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendal? Claim Your ProfileKendal Patrick Shaw is a financial advisor with Ameritas Advisory Services, LLC. Kendal has over 27 years of experience in the financial services industry. Kendal has a Series 63, Series 66, Series 7, Series 24, Series 26, and SIE licenses. Kendal has also held previous positions at Woodbury Financial Services, Inc., Scottrade, Inc., and Olde Discount Corporation. Kendal is registered in Florida and provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Kendal’s current registrations are with Ameritas Advisory Services, LLC and Database Financial Solutions, 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.
Solicitor fees
1
2
FL
08/15/2022 - Present
Ameritas Advisory Services, LLC (Naples FL)
FL
02/21/2020 - 01/10/2022
WOODBURY FINANCIAL SERVICES, INC. (BONITA SPRINGS FL)
FL
11/11/1993 - 03/07/2018
SCOTTRADE, INC. (TAMPA FL)
MI
11/11/1992 - 01/25/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
04/21/1992 - 09/29/1992
J. GREGORY & COMPANY, INC.
NA
07/05/1991 - 05/01/1992
F.N. WOLF & CO., INC.
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/29/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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