Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kendrick is a financial advisor with Principal Advised Services. Peter has been in the financial services industry since March 24, 2019. Peter holds the Series 66, Series 7TO, SIE and Series 7 licenses. Peter is also a Certified Financial Planner. Peter is registered with the state of Iowa and Oregon. Peter is currently active in the broker-dealer and investment advisor business. Peter has experience with Wells Fargo Clearing Services, LLC. Peter is based in BEND, Oregon.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OR
08/23/2024 - Present
Principal Advised Services (BEND OR)
OR
07/31/2017 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
BOTH
Issued 10/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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