Unclaimed
Kjell Lundal is a financial advisor with over 20 years of experience in the industry. Kjell is currently registered with FMI Capital Advisors, Inc. in Houston, Texas. Kjell has held previous positions with Robert W. Baird & Co. Incorporated, Natcity Investments, Inc., Wachovia Capital Markets, LLC and A. G. Edwards & Sons, Inc.. Kjell holds a Series 7, Series 24, Series 63, Series 79TO and SIE licenses. Kjell is registered with the state of California, Colorado, Florida, North Carolina and Texas.
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.
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.
1
2
TX
11/17/2020 - Present
FMI Capital Advisors, Inc. (Houston TX)
MO
04/27/2010 - 08/21/2020
ROBERT W. BAIRD & CO. INCORPORATED (ST. LOUIS MO)
MO
04/18/2008 - 04/28/2009
NATCITY INVESTMENTS, INC. (CLAYTON, ST LOUIS MO)
MO
10/01/2007 - 03/17/2008
WACHOVIA CAPITAL MARKETS, LLC (ST LOUIS MO)
MO
10/19/2001 - 10/01/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 11/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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