Unclaimed
Sarah Kendra has been in the financial services industry since 2014 and is currently registered with Ameriprise Financial Services, LLC in Cranston, Rhode Island. Sarah Kendra is also registered in Arizona and Massachusetts. Sarah Kendra offers a range of financial services including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Previously, Sarah Kendra was associated with MetLife Investors Distribution Company and MetLife Securities, Inc. in Warwick, Rhode Island.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
RI
02/16/2021 - Present
Ameriprise Financial Services, LLC (Cranston RI)
RI
08/21/2014 - 05/28/2020
METLIFE INVESTORS DISTRIBUTION COMPANY (WARWICK RI)
RI
09/24/2014 - 06/30/2016
METLIFE SECURITIES, INC (WARWICK RI)
BOTH
Issued 12/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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