Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyndal? Claim Your ProfileKyndal Martin is a financial advisor with Ameriprise Financial Services, LLC, based in Houston, TX. Kyndal is a registered representative and investment advisor representative and has been working in the industry since June 19, 2016. Kyndal has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC. Kyndal specializes in asset allocation, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
TX
12/19/2023 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
07/18/2019 - 12/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/16/2016 - 07/31/2019
AXA ADVISORS, LLC (THE WOODLANDS TX)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyndal Martin is the right advisor for you? Invested Better is here to help.
