Unclaimed
Kendra Arkfeld is a registered representative with Charles Schwab & CO., Inc. Kendra has been in the financial industry since 2019. Kendra has passed the SIE and the Operations Professional Examination. Kendra's firm is a large brokerage firm with more than 900,000 clients and over $50 billion in assets under management. Charles Schwab & CO., Inc. provides a variety of services to its clients, including financial planning, portfolio management, and retirement 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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
04/18/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/18/2019
Series 99TO - Operations Professional Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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