Unclaimed
Bruce Kent has been in the financial services industry since 1994. Kent is currently registered with Edward Jones and is licensed to offer investment advice in 24 states. Kent is a Registered Representative (Series 7, Series 63, and SIE) and is also a licensed Investment Advisor Representative (IAR) in Texas. Kent’s firm is a national financial services company with a focus on individual investors. Edward Jones' clients range from high net worth individuals to 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
OR
02/14/2019 - Present
Edward Jones (PORTLAND OR)
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bruce Kent is the right advisor for you? Invested Better is here to help.