Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Gray is a financial advisor with over 20 years of experience in the industry. Kendra has been a Registered Representative since 2001 and is currently with Hornor, Townsend & Kent, LLC. Prior to joining the firm, Kendra was with LPL Financial LLC and First Midwest Securities, Inc. Kendra holds several licenses including Series 4, 7, 24, 27, 52, 53, 63, 66 and 99. Kendra specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
01/22/2024 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
SC
11/12/2014 - 01/26/2024
LPL FINANCIAL LLC (FORT MILL SC)
IL
08/16/2010 - 11/06/2014
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
IL
05/15/2001 - 08/13/2010
MIDWESTERN SECURITIES TRADING COMPANY, LLC (TABLE GROVE IL)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/28/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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