Kendra Webster, financial advisor Chicago IL
93 score

Kendra Webster

CRD Number: 5551871
Current Firm: Guggenheim Investments

Kendra Webster (CRD# 5551871) is an Investment Advisor Representative working at Guggenheim Investments in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Guggenheim Partners Chicago, IL Apr 2016 - Current < 1
Unemployed Grand Rapids, MI Jan 2016 - Apr 2016 < 1
Morgan Stanley Chicago, IL Nov 2013 - Jan 2016 2
Morgan Stanley Private Bank, National Association New York, NY Nov 2013 - Jan 2016 2
Extended Travel South America, Apr 2013 - Nov 2013 < 1
J.p. Morgan Securities LLC Chicago, IL Nov 2010 - Apr 2013 2
Jpmorgan Chase Bank Chicago, IL Nov 2010 - Apr 2013 2
Unemployed Chicago, IL Jul 2010 - Nov 2010 < 1
Stout, Risius, Ross Chicago, IL Oct 2009 - Jul 2010 < 1
Unemployed Chicago, IL Jun 2009 - Sep 2009 < 1
Michigan State University East Lansing, MI Aug 2005 - May 2009 3
Goldman Sachs Chicago, IL Jun 2008 - Aug 2008 < 1
Arcelormittal East Chicago, IN May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kendra L. Webster
Phone Number: 212-739-0700
Registered State(s):
  • CA
  • MD
  • IL
By the Numbers
  • Total Assets Under Management
    30,032
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $182,014,135
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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