Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Wright is a financial advisor with over 30 years of experience in the industry. Kendall has been a registered representative with Cambridge Investment Research Advisors, Inc. since May 2016. Prior to that, Kendall was with Transamerica Financial Advisors, Inc. from April 1991 to May 2016. Kendall is licensed to provide investment advice in 24 states. Kendall holds the Series 7, Series 24, Series 63, and Series 66 licenses. Kendall specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
05/06/2016 - Present
Cambridge Investment Research Advisors, Inc. (Flint MI)
MI
04/01/1991 - 05/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FLINT MI)
NA
02/14/1991 - 04/01/1991
PW SECURITIES, INC.
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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