John F Kendall Jr

 

 

John F. Kendall, Jr.
 
 
Vice President
 
 
Phone: (585) 232-2920
Fax: (585) 232-2922
E-mail: John.Kendall@securitiesamerica.com

Welcome
 
I have been in the financial services business for over 13 years.
My investment approach is the fulfillment of financial needs through customized strategies and investment education.
 
John F. Kendall, Jr. is Securities, Advisory & Insurance licensed.
 
 
My Services
  • Wealth Management
  • Estate Planning Strategies
  • 401k Plans
  • Retirement Planning
  • Financial Planning
  • College Planning
  • 529 Plans
  • Tax Free & Taxable Fixed Income
  • Qualified Plans
  • Small Business Plans
 
Business Experience
 
* 2005 – Present         Securities America Advisors, Inc., Financial Advisor
                                    Rochester, NY
 
* 2002 – 2005            Trusted Advisors, Financial Advisor
                                    Rochester, NY
 
* 1999 – 2002            UBS PaineWebber, Financial Advisor
                                    Rochester, NY
 
* 1997 – 1999            Nathan & Lewis, Financial Advisor
                                    Rochester, NY
 
 
Licenses
 
~ Series 7 – General Securities Representative
 
~ Series 63 – Uniform State Exam
 
~ Series 65 – Investment Advisory Agent
 
~ Variable Annuity
 
~ Variable Life
 
~ Life, Accident & Health Insurance
 
~ NYS Partnership for Long Term Care Insurance Certification
 
 
 
My Assistant
 
I offer my clients full-service advantages, including a dedicated assistant assigned
to your servicing needs.
 
            Kimberly Donner
            Financial Assistant
            Telephone:        (585) 232-2920
            Fax:                  (585) 232-2922
            Toll Free:          (877) 787-1991
            Email:               Kimberly.Donner@securitiesamerica.com
 
 
 
John F. Kendall, Jr. is an Investment Representative with and offers securities through
Securities America, Inc., member FINRA/SIPC, and is a Registered Investment Advisor
Representative with and offers advisory services through Securities America
Advisors, Inc. Cambridge Financial Services and the Securities America companies
are not affiliated. Securities America and its representatives do not provide tax or legal advice.
Please consult a qualified professional for these services. Tax free income may be subject to
limitations and certain portions may be taxable.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck