Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory McKendrick is a financial advisor with LPL Financial LLC in Bingham Farms, MI. Rory has over 15 years of experience in the financial services industry. Rory has a Series 7, Series 31, and Series 66 license and is registered to offer investment advice in 14 states. Rory provides financial planning and portfolio management services to individuals, businesses, and retirement plans. In addition to Rory's experience at LPL Financial LLC, Rory has also worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Fisher Investments.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
LPL Financial LLC (BINGHAM FARMS MI)
MI
06/01/2009 - 12/06/2018
MORGAN STANLEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
08/19/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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