Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Lee Balsoma is a registered representative with J.p. Morgan Securities LLC in GRESHAM, OR. Kendra has been in the industry since May 9, 2019. Kendra has a Series 63 license, a Series 6TO license, and a SIE license. Kendra is also registered in Oregon. J.p. Morgan Securities LLC is an investment firm that offers a variety of financial services to individuals, corporations, and institutions. The firm has approximately $249 billion in assets under management.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
05/10/2019 - Present
J.p. Morgan Securities LLC (GRESHAM OR)
BC
Issued 07/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kendra Balsoma is the right advisor for you? Invested Better is here to help.
