Unclaimed
Kendall Mahan is a financial professional with Northwestern Mutual Investment Services, LLC, a firm registered with the SEC. Kendall has been in the financial industry since 2023. Kendall is registered with the state of Texas to conduct investment advisory services. Kendall specializes in investment research and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
05/15/2024 - Present
Northwestern Mutual Investment Services, LLC (HOUSTON TX)
TX
03/22/2023 - 10/26/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BC
Issued 06/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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