Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Elizabeth Klahr is a financial professional with over 10 years of experience in the industry. Kendra is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since August 2018. Previously, Kendra was a registered representative with Santander Securities LLC from September 2015 to August 2018. Kendra has a wide range of experience and expertise, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/12/2021 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
PA
04/10/2017 - 08/07/2018
SANTANDER SECURITIES LLC (SHILLINGTON PA)
PA
09/25/2015 - 01/13/2017
SANTANDER SECURITIES LLC (LAURELDALE PA)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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