Unclaimed
Kendall Mccreight King is an investment advisor representative at Foster Victor Wealth Advisors, LLC. Kendall has been in the financial services industry for over 16 years. Kendall holds the Series 6, Series 63, and Series 65 licenses. Kendall specializes in providing financial planning and portfolio management services for individuals 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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
01/01/2025 - Present
Foster Victor Wealth Advisors (GREENVILLE SC)
CT
01/03/2013 - 05/31/2019
PRUCO SECURITIES, LLC. (Hartford CT)
CT
11/21/2011 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
02/04/2009 - 09/01/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
NC
06/21/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (CHARLOTTE NC)
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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