Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sage? Claim Your ProfileSage Hoovel Kendall is a financial advisor with over 17 years of experience in the financial services industry. Sage has been with Raymond James Financial Services Advisors, Inc. since 2012 and is registered to provide investment advice in 17 states. Prior to working at Raymond James, Sage held positions at other firms including Essex National Securities, Inc., Key Investment Services LLC, Morgan Stanley & Co., Incorporated, and Pruco Securities, LLC. Sage provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Sage is committed to providing personalized service and helping clients achieve their financial goals.
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
ID
01/19/2012 - Present
Raymond James Financial Services Advisors, Inc. (Eagle ID)
ID
04/15/2009 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (BOISE ID)
ID
10/25/2007 - 04/07/2009
KEY INVESTMENT SERVICES LLC (BOISE ID)
ID
04/02/2007 - 10/05/2007
MORGAN STANLEY & CO., INCORPORATED (BOISE ID)
ID
02/20/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BOISE ID)
ID
06/27/2005 - 02/07/2007
PRUCO SECURITIES, LLC. (BOISE ID)
IA
Issued 01/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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