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Michelle Kendall

Grove Point Investments, LLC

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About Michelle Kendall

Michelle Kendall is a financial professional with over 17 years of experience in the industry. Michelle has a Series 7, Series 24, Series 55, Series 57TO, and Series 99TO licenses. Michelle is currently registered with Grove Point Investments, LLC. She is also registered with SCF Securities, Inc., Western International Securities, Inc., Cuso Financial Services, LP, Sorrento Pacific Financial, LLC, and Next Financial Group, Inc.. Michelle has held previous positions with Cadaret, Grant & CO., Inc..

Firm Information

Michelle Kendall is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michelle Kendall’s Registration & Firm History

MD

08/23/2024 - Present

Grove Point Investments, LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 05/07/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Kendall.
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