Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall David Higginbotham is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since June 24, 1996. Kendall has a strong background in financial services, holding multiple licenses and certifications including Series 7, Series 63, and Series 65. Kendall has experience with both individuals and businesses, offering a wide range of financial planning and portfolio management services. Kendall is committed to helping clients reach their financial goals and has extensive experience providing investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
FL
03/15/2023 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
NY
07/20/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/25/1996 - 07/24/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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