Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendall? Claim Your ProfileWendall Alan Kennedy is a financial advisor with On Investment Management Co. Wendall has been in the financial services industry since May 1991. Wendall is licensed in 18 states and has earned the Series 6, 7, 63, and 65 licenses, along with the SIE. Wendall provides a variety of services, including financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
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2
KS
01/17/2019 - Present
ON Investment Management Co. (Overland Park KS)
KS
05/13/2016 - 06/20/2016
SIGNATOR INVESTORS, INC. (LEAWOOD KS)
KS
02/28/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LEAWOOD KS)
MA
05/20/1991 - 03/04/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/20/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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