Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendrick? Claim Your ProfileKendrick Martin Whitehurst is an investment advisor representative with First Citizens Investor Services, Inc.. Kendrick has been in the industry since 2003 and has experience in working with high net worth individuals, corporations and individuals. Kendrick holds several licenses including Series 6, 7, 24, 63 and 65. Kendrick's previous experience includes working with BB&T Securities, LLC., Truist Investment Services, Inc., and BB&T Investment Services, Inc. Kendrick is a member of the East Carolina University Alumni Association.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/25/2023 - Present
First Citizens Investor Services, Inc. (Greenville NC)
NC
07/27/2021 - 05/09/2023
TRUIST INVESTMENT SERVICES, INC. (CONCORD NC)
NC
12/09/2019 - 10/01/2020
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/17/2019 - 10/01/2020
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
01/02/2018 - 04/04/2019
BB&T SECURITIES, LLC (GREENVILLE NC)
NC
01/11/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GREENVILLE NC)
NC
07/30/2002 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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