Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Carano is an investment advisor representative with Success Wealth Management LLC. Kendra has been working in the financial industry since 2016. Kendra is registered with both Florida and Rhode Island. Kendra is a licensed insurance agent and has a strong background in providing financial advice to both individuals and corporations. Kendra's specializations include financial planning and portfolio management.
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.
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.
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RI
03/02/2020 - Present
Success Wealth Management LLC (Warwick RI)
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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