Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Gabriel is a financial advisor in Brookfield, WI. Kendra has over 18 years of experience in the financial services industry. Kendra is registered with Fidelity Personal AND Workplace Advisors. Kendra Gabriel holds the Series 6, 7, 24, 63 and 65 licenses. Kendra specializes in retirement planning, college savings, and estate planning.
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.
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.
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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2
WI
06/04/2024 - Present
Fidelity Personal AND Workplace Advisors (BROOKFIELD WI)
WI
09/30/2020 - 05/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON WI)
WI
08/01/2012 - 10/01/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUKESHA WI)
WI
12/13/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BURLINGTON WI)
WI
10/26/2005 - 10/25/2006
CHASE INVESTMENT SERVICES CORP. (PEWAUKEE WI)
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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