Unclaimed
Kendall Vander Meulen has been in the industry since February 27, 2017. Kendall is currently registered with Fifth Third Securities, Inc. Kendall has been with the firm since November 2017 and has experience working with high-net-worth individuals, corporations, and businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Kendall is a registered investment advisor and offers financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/10/2017 - Present
Fifth Third Securities, Inc. (WYOMING MI)
MI
02/28/2017 - 11/10/2017
WELLS FARGO CLEARING SERVICES, LLC (GRAND RAPIDS MI)
BOTH
Issued 8/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/3/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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