Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Christopher Konopka is a financial advisor with over 9 years of experience in the industry. Kendall is registered with Charles Schwab & CO., Inc. and is licensed to offer investment advice and securities in Arizona and California. Kendall also holds licenses in several other states and has expertise in a variety of investment products and services. Kendall has previously been employed at TD Ameritrade, INC. and has experience working with individual and institutional clients. Kendall is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
03/01/2023 - Present
Charles Schwab & CO., Inc. (Tucson AZ)
AZ
04/18/2023 - 07/29/2024
TD AMERITRADE, INC. (Tucson AZ)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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