William Kendall, Cfp®

William Kendall, Cfp® Email and Phone Number

First Vice President - Wealth Management at UBS Financial Services Inc. @ UBS
zurich, zurich, switzerland
William Kendall, Cfp®'s Location
Stockton, California, United States, United States
William Kendall, Cfp®'s Contact Details

William Kendall, Cfp® work email

William Kendall, Cfp® personal email

n/a
About William Kendall, Cfp®

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a Financial Advisor with UBS Financial Services Inc., I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. **Registered States**AZ,CA,DC,HI,NH,NV,OH,OR,VA,WA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

William Kendall, Cfp®'s Current Company Details
UBS

Ubs

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First Vice President - Wealth Management at UBS Financial Services Inc.
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
William Kendall, Cfp® Work Experience Details
  • Ubs
    First Vice President - Wealth Management
    Ubs Nov 2015 - Present
    Stockton, California Area
  • Wells Fargo Advisors
    Vice President - Investment Officer
    Wells Fargo Advisors Mar 2009 - Nov 2015
  • Wells Fargo
    Vice-President, Investments
    Wells Fargo Mar 1989 - Nov 2015
  • Wachovia Securities, Llc
    Vice President - Investment Officer
    Wachovia Securities, Llc 2007 - 2009
    Stockton, California Area
  • A.G. Edwards & Sons, Inc.
    Vice President - Investment Officer
    A.G. Edwards & Sons, Inc. 1989 - 2007
    Stockton, California Area
  • Dean Witter Reynolds
    Financial Advisor
    Dean Witter Reynolds 1983 - 1989
    Stockton, California Area

William Kendall, Cfp® Skills

Investments Finance Customer Service Retirement Planning Retirement Strategic Planning Financial Services

William Kendall, Cfp® Education Details

Frequently Asked Questions about William Kendall, Cfp®

What company does William Kendall, Cfp® work for?

William Kendall, Cfp® works for Ubs

What is William Kendall, Cfp®'s role at the current company?

William Kendall, Cfp®'s current role is First Vice President - Wealth Management at UBS Financial Services Inc..

What is William Kendall, Cfp®'s email address?

William Kendall, Cfp®'s email address is wi****@****ubs.com

What schools did William Kendall, Cfp® attend?

William Kendall, Cfp® attended University Of California, Berkeley.

What skills is William Kendall, Cfp® known for?

William Kendall, Cfp® has skills like Investments, Finance, Customer Service, Retirement Planning, Retirement, Strategic Planning, Financial Services.

Who are William Kendall, Cfp®'s colleagues?

William Kendall, Cfp®'s colleagues are Amol Dhore, Douglas Freeman, Brian Cooke, Florian Kalis, Stephen Blaber, Amber Frederick, Phr, Brandon Mays.

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