Kendra
Carano

Success Wealth Management LLC

CRD#6638291
Investment Advisor
in Warwick, RI

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About this Advisor

Kendra Carano is a financial advisor working in Warwick, Rhode Island who has 3 years of relevant experience. Carano is currently employed by Success Wealth Management LLC. Their career trajectory has included roles at New York Life Insurance Co, Andino'S Italian Restauarant, Independent Agent Dba Charter Financial Group, Full-Time Student, Success Wealth Management and Hazard & Siegel Inc. Carano holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Massachusetts and Rhode Island. Success Wealth Management LLC is an advisory business with a branch in Warwick, Rhode Island.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Office Location

275 W. Natick Road Suite 450
Warwick, RI 02886

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Kendra Carano Work History

Kendra has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Hazard & Siegel Inc

2020 - Present (4 years)

Success Wealth Management

2018 - Present (6 years)

Independent Agent Dba Charter Financial Group

2016 - 2017 (1 year)

New York Life Insurance Co

2012 - 2016 (4 years)

Andino'S Italian Restauarant

2005 - 2015 (10 years)

Full-Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kendra Carano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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