Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Kendrick is a financial advisor associated with Piper Sandler & Co., where he has worked since October 2014. William has been in the industry since October 2014 and holds licenses in North Carolina. William has passed the Series 63, Series 79 and SIE exams. His primary focus includes investment banking, portfolio management for businesses, and analytical reports / public finance consulting programs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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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NC
10/13/2014 - Present
Piper Sandler & Co. (CHARLOTTE NC)
BC
Issued 10/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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