Kendra Dietrich (CRD# 7286983) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elizabethtown, PA and has over 2 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Elizabethtown, PA | Oct 2021 - Current | 2 |
Landis Financial Advisors, Inc. | Lancaster, PA | May 2021 - Aug 2021 | < 1 |
Liberty University | Lynchburg, VA | Aug 2017 - May 2021 | 3 |
Massmutual | Lynchburg, VA | Sep 2020 - Nov 2020 | < 1 |
Rotz & Stonesifer Financial Services, LLC | Chambersburg, PA | May 2020 - Jul 2020 | < 1 |
Chambersburg Recreation Department | Chambersburg, PA | May 2016 - Jul 2019 | 3 |
Chambersburg Area Senior High School | Chambersburg, PA | Aug 2013 - May 2017 | 3 |
Bruster's Real Ice Cream | Chambersburg, PA | Apr 2015 - Oct 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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