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Unclaimed

Blackrock Investment Management, LLC

location

BOSTON, MA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kendall Marie Henderson is an investment advisor representative with Blackrock Investment Management, LLC. Kendall has been in the securities industry since 2020. Kendall is registered with the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC) and the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Kendall has passed the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cavanal Hill Investment Management, Inc. | CFA ® (Certifications)

location

TULSA, OK

0 Disclosures

ADVISOR BIO

Kendall Christopher Toyne is a registered Investment Advisor Representative with Cavanal Hill Investment Management, Inc. Kendall has been in the industry since January 2016 and has held registrations in multiple states. Kendall is a Chartered Financial Analyst. Kendall has a history of working in the financial services industry, including positions with BOK Financial and ServiceNow, Inc. Kendall's primary focus is on portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Cavanal Hill Investment Management, Inc. has a history of providing investment advisory services for institutions, corporations, and individuals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kendall Irene Cascell is a registered representative at Blackrock Investment Management, LLC. Kendall has been in the securities industry for 2 years. Kendall is licensed in 53 states and holds the Series 7TO, SIE, and Series 66 licenses. Kendall is a specialist in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kendall has previously worked at Fourth Wall Management, Bowlology, Leftbank Art, and Fordham University.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Scottsdale, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kendall Samaniego is a financial advisor registered with Vanguard Advisers, Inc. Kendall is based in Scottsdale, Arizona and has been in the industry since 2015. Kendall is a Certified Financial Planner and holds the Series 6, Series 7TO, Series 63, and SIE licenses. Kendall is registered as an investment advisor representative in Arizona and Texas. Kendall specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

0 Disclosures

ADVISOR BIO

Kendall Zane Allender is a financial advisor associated with Creative Planning. Kendall has been in the industry since 2023 and holds a Series 63 and Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SUGAR LAND, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kendall Elkins is a registered representative with Stifel, Nicolaus & Company, Inc., located in Sugar Land, TX. Kendall has over 14 years of experience in the financial industry. Kendall is licensed to provide investment advice in 34 states and holds Series 66, Series 7 and SIE securities licenses. Kendall specializes in providing investment advice to individuals, businesses, investment clubs, insurance companies, charitable organizations, pension and profit-sharing plans and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Kendra Crowley is an Investment Advisor Representative associated with Fisher Investments. Kendra's firm has offices in Plano, TX and Tampa, FL. Kendra has been a registered Investment Advisor since 2021 and also holds a Series 6TO and SIE license. Kendra is a licensed Investment Advisor Representative in Florida and Texas. Kendra is a seasoned professional with a diverse background. Kendra's experience ranges from the hospitality industry to education and real estate. Kendra has experience providing financial advice for high-net-worth individuals, corporations, pooled investment vehicles, pension plans, charitable organizations and insurance companies. Kendra is also experienced in providing portfolio assessment services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Kendra McLaughlin is a financial advisor with Goldman Sachs & Co. LLC. Kendra has been in the securities industry since 2005. Kendra has held previous roles at BEAR, STEARNS & CO. INC. Kendra holds the Series 63, Series 7, Series 57TO, and SIE licenses. Kendra is registered in all 50 states and the District of Columbia. Kendra specializes in portfolio management for businesses and individuals, financial planning, and educational seminars. Kendra is also registered with FINRA.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Kennewick, WA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Kendra Dawn ami Campanelli is a registered investment advisor representative with RBC Capital Markets, LLC. Kendra has been in the financial services industry since July 2013 and is licensed to provide financial services in 40 states and territories. Kendra holds the Series 66, Series 7, and SIE licenses. Kendra specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Kendra's branch office is located in Kennewick, Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aegis Capital Corp.

location

ROLLING HILLS ESTATES, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kendra Jo Panfil is a registered representative with Aegis Capital Corp. Kendra Jo Panfil is located in Rolling Hills Estates, CA and has been in the industry for 2 years. Kendra Jo Panfil has passed the Series 7TO and SIE exams and is registered with FINRA. Kendra Jo Panfil specializes in portfolio management for individuals and businesses, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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