Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendall? Claim Your ProfileKendall Southerland is a financial advisor with Arkadios Wealth Advisors, a firm that specializes in providing financial planning and investment management services to individuals and corporations. Kendall has been in the industry since 2020 and has earned the Certified Financial Planner designation. Kendall is registered with the state of Georgia and has a Series 7TO, Series 66 and SIE licenses.
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.
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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GA
08/22/2023 - Present
Arkadios Wealth Advisors (Atlanta GA)
GA
07/01/2020 - 08/11/2023
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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