Clay Kendall
Investment Advisor Representative Pensionmark Financial Group Registered Representative at Pensionmark Securities, LLC.
- Role
- Registered Representative at Pensionmark Securities, Llc
- Location
- Rogers, AR, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Clay Kendall
After completing my accounting degree from University of Arkansas I went to work for…
Experience
Registered Representative
Oct 2022 — Present
Education
University of Arkansas
Accounting
1994 — 1998
Skills
- Deferred Compensation
- Money
- Retirement Planning
- Portfolio Management
- Tax Strategies
- Equities
- Asset Allocation
- Mutual Funds
- Trusts
- Annuities
- Etfs
- Wealth Transfer
- Investments
- Estate Planning
- Asset Protection
- Fixed Income
- Employee Benefits
- Defined Benefit
- Long Term Care
- Financial Planning
- Wealth
- Asset Management
- Pensions
- Stocks
- Rollovers
- Wealth Management
- Plan Design
- Risk Mitigation
- Investment Advisory
- 401k
- Wealth Accumulation
- Plan Administration
- Insurance Planning
- Group Benefits
- Erisa
- Ira's
- Roth Ira
- Profit Sharing
- Retirement
- Bonds
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