Unclaimed
Kendra Kearney is a financial advisor at Ameriprise Financial Services, LLC. Kendra has been in the financial industry since 2007. Kendra specializes in portfolio management for individuals and businesses. Kendra also provides asset allocation services, financial planning, pension consulting, and educational seminars. Kendra is registered with the state of Mississippi as an Investment Advisor Representative and has a Series 7, Series 66, and SIE license. Kendra has held previous positions at RBC Capital Markets, LLC and BANC of America Investment Services, 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation services
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
NH
01/27/2018 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
04/03/2009 - 08/16/2012
RBC CAPITAL MARKETS, LLC (MANCHESTER NH)
NH
10/30/2007 - 04/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
BOTH
Issued 05/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kendra Kearney is the right advisor for you? Invested Better is here to help.