Unclaimed
Noah Kendrick is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Carefree, Arizona. Noah has been a registered representative for over 20 years, and has a strong background in financial planning and portfolio management. Noah has a Series 7, Series 6, Series 10, Series 9, and Series 63 licenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
10/27/2022 - Present
Raymond James Financial Services Advisors, Inc. (CAREFREE AZ)
AZ
11/18/2004 - 04/09/2015
EDWARD JONES (CAREFREE AZ)
WI
06/13/2003 - 09/21/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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