Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Templeton is a financial advisor with over 20 years of experience in the financial services industry. Kendall has worked with Stifel, Nicolaus & Company, Inc. since October 2016, and prior to that was with Charles Schwab & Co., Inc. Kendall is a registered representative in Arizona. Kendall holds a Series 7 and Series 63 license, and a Securities Industry Essentials Examination. Kendall's current firm, Stifel, Nicolaus & Company, Inc., manages approximately $149 billion in client assets. Kendall is committed to providing sound financial advice to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/20/2016 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
04/07/2016 - 10/04/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
08/21/2015 - 10/06/2015
FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)
ME
10/21/2014 - 05/05/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
WI
01/12/2012 - 05/17/2012
WAYNE HUMMER INVESTMENTS L.L.C. (HARTLAND WI)
WI
10/29/2010 - 01/03/2012
COMMONWEALTH FINANCIAL NETWORK (OCONOMOWOC WI)
AZ
06/28/2007 - 10/13/2009
LPL FINANCIAL CORPORATION (TEMPE AZ)
AZ
04/04/2006 - 06/04/2007
WEDBUSH MORGAN SECURITIES INC. (SCOTTSDALE AZ)
AZ
07/01/2003 - 03/30/2006
WACHOVIA SECURITIES, LLC (SCOTTSDALE AZ)
NY
10/11/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
09/02/1999 - 02/14/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/03/1997 - 06/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
08/31/1995 - 09/30/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kendall Templeton is the right advisor for you? Invested Better is here to help.
