Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Plueard is an investment advisor representative with Valic Financial Advisors, Inc. Kendra is registered with FINRA and the securities authorities of Idaho, Oregon, and Washington. She has been in the securities industry since December 17, 2017. Kendra holds the Series 66, Series 7, and SIE exams. Kendra is a financial advisor and provides investment advisory services to individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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OR
12/20/2021 - Present
Valic Financial Advisors, Inc. (EUGENE OR)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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