Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yong? Claim Your ProfileYong Kendall is a financial advisor with Raymond James & Associates, Inc. who has been in the industry since 2005. Yong has experience with Raymond James & Associates, Inc. and previously worked with Fidelity Brokerage Services LLC and CHARLES SCHWAB & CO., INC.. Yong is registered in Florida and holds Series 63, Series 10, Series 9, SIE, and Series 7 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/09/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
RI
07/10/2024 - 08/08/2024
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
FL
12/08/2004 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 06/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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