Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Marie Inman is a financial advisor currently registered with Robert W. Baird & Co. Inc. Kendall has been in the industry since November 14, 2018. Kendall has a Series 66, Series 7TO, and SIE license and is registered with the state of Texas. Kendall has been previously registered with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Kendall is a CERTIFIED FINANCIAL PLANNER™. Kendall is a licensed financial advisor in the states of Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
05/28/2024 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
08/23/2019 - 05/30/2024
WELLS FARGO CLEARING SERVICES, LLC (SOUTHLAKE TX)
TX
11/08/2018 - 08/15/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BOTH
Issued 12/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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