Kendra E Battershell

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Wayne, IN

Other Businesses

I*108719For profit or not for profit: Non-Profit OrganizationName of outside business organization: YMCAInvestment related: NAddress of business:Fort Wayne, Indiana 46825Nature of business: Charitable Organization,Position, title, association: Part-Time, Start date of relationship: 10/1/2017Number of hours devoted: 40 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Customer Service at the local YMCA I*4573273, Entity Type: Entity For Profit, Name of OBA: 800 degree pizza, Address: Fort Wayne, Indiana, 46818, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 05/31/2026, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: waitress, restaurant

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-29
• S65 Uniform Investment Adviser Law Examination
  1996-03-29

Other Names

• Kendra Elaine Beery
• Kendra E Beery
• Kendra Battershell