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Kendall Van winkle

National Financial Services LLC

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About Kendall Van winkle

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).

Firm Information

Kendall Van winkle is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kendall Van winkle’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendall Van winkle.
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