Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Benjamin Storch is an investment advisor representative with Gallagher Fiduciary Advisors, LLC in Boston, MA. Kendall has been in the industry since October 1994. Previously Kendall was with TRIAD ADVISORS LLC. Kendall is registered with the state of Massachusetts as an Investment Advisor Representative (IAR).
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.
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.
See schedule d misc. for explanation
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.
1
2
MA
06/28/2022 - Present
Gallagher Fiduciary Advisors, LLC (Boston MA)
MA
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Boston MA)
MA
04/01/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
11/30/2010 - 04/08/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
05/25/2007 - 11/30/2010
NRP FINANCIAL, INC. (BOSTON MA)
MA
06/28/2001 - 05/25/2007
OGILVIE SECURITY ADVISORS CORPORATION (BOSTON MA)
NY
05/15/2000 - 07/12/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
12/03/1998 - 04/27/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
12/06/1994 - 11/09/1998
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
08/23/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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