Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kendrick? Claim Your ProfileKendrick Perry is a financial advisor with over 20 years of experience in the industry. Kendrick is a Registered Representative with Charles Schwab & CO., Inc., and is licensed in all 50 states, including the District of Columbia, Puerto Rico and the Virgin Islands. Kendrick has previously held positions at TD Ameritrade and Fidelity Brokerage Services. Kendrick's specializations include retirement planning and investment advice. Kendrick holds a Chartered Financial Analyst (CFA) designation and is a Series 6, 7, 9, 10, 63 and 66 licensed.
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
TX
10/16/2017 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/09/2007 - 07/20/2017
TD AMERITRADE, INC. (FORT WORTH TX)
RI
01/09/1996 - 05/13/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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