Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Whipps Kenda is a financial advisor with over 20 years of experience in the industry. She is registered with Commonwealth Financial Network and Financial Strategies Retirement Partners in Bedford, New Hampshire. Sarah provides financial planning, portfolio management for businesses and individuals, and educational seminars. She also holds the Series 7, 24, and 66 licenses. Sarah is committed to providing personalized financial advice to help clients reach their financial goals. She is a Registered Representative with Commonwealth Financial Network and an Investment Adviser Representative with Financial Strategies Retirement Partners.
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.
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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2
NH
07/06/2018 - Present
Commonwealth Financial Network (BEDFORD NH)
TX
01/27/2015 - 04/03/2018
SALIENT CAPITAL L.P. (HOUSTON TX)
ME
08/29/2013 - 12/31/2014
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CO
06/15/2009 - 06/04/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
12/04/2006 - 06/12/2009
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
PA
04/23/2002 - 10/26/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 07/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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