Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Jo Panfil is a registered representative with Aegis Capital Corp. Kendra Jo Panfil is located in Rolling Hills Estates, CA and has been in the industry for 2 years. Kendra Jo Panfil has passed the Series 7TO and SIE exams and is registered with FINRA. Kendra Jo Panfil specializes in portfolio management for individuals and businesses, and financial 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
10/05/2023 - Present
Aegis Capital Corp. (ROLLING HILLS ESTATES CA)
BC
Issued 10/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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