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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra Lynn Kasznel Reilly is a financial advisor who has been in the industry for over 9 years. She currently works at Interchange Capital Partners, where she is registered as a Registered Investment Advisor in Pennsylvania and Texas. Kendra has extensive experience in the industry, having previously worked at UBS Financial Services Inc., PNC Investments, and Purshe Kaplan Sterling Investments. She has a wide range of certifications and designations, including the Series 66, Series 7, and Series 99TO exams. Kendra also holds the Certified Financial Planner designation. Her specialization areas include retirement planning, investment planning, and estate 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Business consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Referral fees
1
2
PA
06/12/2020 - Present
Interchange Capital Partners (PITTSBURGH PA)
PA
05/17/2022 - 09/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)
PA
06/12/2020 - 10/05/2021
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)
PA
11/18/2015 - 07/06/2020
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
03/13/2014 - 10/30/2015
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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