Unclaimed
Kendall Best is a financial advisor currently registered with Pacific Oak Capital Markets, LLC, based in Costa Mesa, CA. Kendall has over 20 years of experience in the financial services industry, with a focus on providing investment advice to clients. Kendall is licensed to provide financial advice in all 50 states and the District of Columbia. Kendall holds the Series 7 and Series 63 licenses. Prior to joining Pacific Oak Capital Markets, LLC, Kendall worked at a variety of firms, including Foreside Fund Services, LLC, KBS Capital Markets Group LLC, Ridgewood Securities Corporation, National Planning Corporation, and Jackson National Life Distributors, Inc. Kendall has a strong understanding of the financial markets and is committed to providing clients with personalized investment advice.
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.
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.
1
2
CA
05/13/2022 - Present
Pacific OAK Capital Markets, LLC (COSTA MESA CA)
ME
04/24/2018 - 05/17/2019
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
03/07/2011 - 11/15/2016
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
NJ
08/06/2007 - 03/03/2011
RIDGEWOOD SECURITIES CORPORATION (MONTVALE NJ)
CA
12/08/2003 - 08/18/2006
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
TN
08/01/1996 - 01/27/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
01/01/1996 - 08/01/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
07/06/1995 - 11/30/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
07/06/1995 - 10/02/1995
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
AZ
04/18/1995 - 05/05/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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