Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendell? Claim Your ProfileKendell Schoen is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors with experience in the financial services industry since 2018. Kendell has a Series 66, Series 7TO, and a SIE. Kendell is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Nevada and Texas. Kendell is a licensed investment advisor representative in Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Massachusetts, Michigan, Nevada, New Mexico, New York, Texas, Utah, Virginia, and Washington. Kendell specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Kendell has previous experience with Ameriprise Financial Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
NV
12/20/2018 - 06/01/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)
BOTH
Issued 01/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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