Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Riconosciuto is a financial advisor registered with Lincoln Investment in UNIVERSITY PLACE, WA and Capital Analysts in UNIVERSITY PLACE, WA. Kendra has been in the industry since December 18, 2007 and holds licenses Series 66, SIE and Series 7. Kendra's previous employers include LPL FINANCIAL LLC, RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC. and GREAT AMERICAN ADVISORS, INC. Kendra has been registered with the state of Washington since February 16, 2018 and has additional licenses in 11 states. Kendra specializes in providing services to individuals, businesses, corporations, trusts and high net worth 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
02/16/2018 - Present
Lincoln Investment (UNIVERSITY PLACE WA)
WA
05/19/2015 - 02/09/2018
LPL FINANCIAL LLC (OLYMPIA WA)
WA
01/05/2012 - 05/13/2015
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
05/02/2009 - 01/03/2012
CHASE INVESTMENT SERVICES CORP. (PUYALLUP WA)
WA
07/23/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (BONNEY LAKE WA)
WA
12/06/2007 - 07/25/2008
GREAT AMERICAN ADVISORS, INC. (UNIVERSITY PLACE WA)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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