Unclaimed
Kendall Van winkle is a financial professional with experience in the financial services industry. Kendall is currently registered with National Financial Services LLC, and previously worked with Fidelity Brokerage Services LLC and NYLIFE Securities LLC. Kendall has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and Uniform Combined State Law Examination (Series 66).
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
NJ
12/20/2022 - Present
National Financial Services LLC (JERSEY CITY NJ)
NY
03/21/2022 - 11/29/2022
FIDELITY BROKERAGE SERVICES LLC (NEW YORK CITY NY)
NY
05/08/2021 - 03/03/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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