Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Bau is a registered representative with Charles Schwab & CO., Inc. Kendra has been in the industry since December 19, 2023 and holds the Series 7TO and SIE licenses. Kendra is located at the Charlotte, NC branch of Charles Schwab & CO., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NC
12/20/2023 - Present
Charles Schwab & CO., Inc. (Charlotte NC)
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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