Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Kent is a financial advisor with Schechter Investment Advisors, LLC, based in Birmingham, Michigan. Bernard has been with the firm since January 2014. Prior to that, Bernard worked at Telemus Investment Brokers, LLC in Southfield, Michigan. Bernard is licensed in Florida, Michigan and Texas. Bernard holds the Series 2, Series 7, Series 65, and Series 66 licenses. Bernard is a Personal Financial Specialist and is a member of the Investment Committee of Detroit Historical Society, Zekelman Holocaust Center, Detroit Symphony Orchestra, D Dan and Betty Kahn Foundation and Jewish Foundation of Metro Detroit. Bernard specializes in working with charitable organizations, high-net-worth individuals, corporations, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
04/14/2023 - Present
Schechter Investment Advisors, LLC (BIRMINGHAM MI)
MI
06/22/2010 - 12/07/2012
TELEMUS INVESTMENT BROKERS, LLC (SOUTHFIELD MI)
BOTH
Issued 06/15/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Bernard Kent is the right advisor for you? Invested Better is here to help.
