Unclaimed
Mark Kendall has been in the financial services industry since September 1989 and is currently registered with Ameriprise Financial Services, LLC. Mark is a registered representative and investment advisor representative in the state of Illinois and a registered representative in the state of Texas. Mark has a diverse background, having previously worked for Ameriprise Advisor Services, Inc., Whitehouse & Moore Investments, Inc., L.M. Drew & Associates and Blinder, Robinson & Co., Inc. Mark specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Mark's primary office location is in Deerfield, Illinois.
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
IL
01/05/2017 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
03/05/1991 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NORTHBROOK IL)
NA
08/16/1990 - 03/14/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
NA
08/10/1990 - 08/23/1990
L.M. DREW & ASSOCIATES
NA
09/19/1989 - 08/08/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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