Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Lashawn McCartney is an Investment Advisor Representative with The Ayco Company, LP, with 24 years of experience in the financial industry. Kendra has been registered with the Securities and Exchange Commission since 2013. Kendra is licensed to sell securities in both New York and Texas. Kendra holds both Series 63 and Series 65 licenses. Kendra is also a Series 7 and SIE license holder, Kendra has worked for a variety of financial firms, including Mercer Allied Company, L.P., before joining The Ayco Company, LP in 1999. Kendra specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Kendra offers a variety of investment advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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
TX
12/04/2002 - Present
THE Ayco Company, LP (HOUSTON TX)
NY
01/08/2013 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/27/1999 - 05/11/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BC
Issued 10/02/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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