Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Melvin Klaus is a financial advisor with Osaic Wealth, Inc. Kendall has over 40 years of experience in the financial services industry. Kendall is a Certified Financial Planner and holds the Series 6, 7, 22 and 63 licenses, as well as the Series 65 license. Kendall specializes in financial planning, portfolio management and selection of other advisors. Kendall is registered to provide investment advisory services in Kansas, Texas and other states. Kendall is also registered to provide securities services in Arkansas, Colorado, Kansas, Oklahoma and Texas.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/20/2024 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
04/11/2002 - 06/14/2024
SECURITIES AMERICA, INC. (WICHITA KS)
MN
08/20/2002 - 12/31/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
05/31/1984 - 12/31/2005
AMERIPRISE FINANCIAL SERVICES, INC. (WICHITA KS)
NA
05/31/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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