Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendra? Claim Your ProfileKendra V. Sims is a registered representative with J.P. Morgan Securities LLC, working from their Seattle office. Kendra has over 10 years of experience in the financial services industry, including prior positions at Charles Schwab & Co., Inc. and RBC Wealth Management. Kendra has a strong track record of success in providing financial advice and portfolio management services to a wide range of clients, including individuals, families, and businesses. Kendra is committed to helping clients achieve their financial goals by providing personalized advice and customized investment strategies. Kendra holds Series 7, 63, and 65 securities licenses.
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
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2
WA
11/23/2021 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
WA
10/25/2019 - 11/30/2021
CHARLES SCHWAB & CO., INC. (Seattle WA)
IA
Issued 01/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials 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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