Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Bliss is an active investment advisor representative in California. Kendra has been working in the financial services industry since February 12, 2012 and is currently registered with J.P. Morgan Securities LLC. She has previously worked at CHASE INVESTMENT SERVICES CORP. Kendra has passed the Series 63, Series 6 and SIE exams. Kendra is registered in California, Colorado, Montana, and New Mexico. Kendra specializes in providing investment advice to individuals, corporations, pension and profit-sharing plans, insurance companies, high-net-worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (Novato CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NOVATO CA)
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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