Unclaimed
Dwight Allan Kent is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Atlanta, GA. Dwight has been in the industry since 1996 and has experience working for several firms including Morgan Stanley and The Robinson-Humphrey Company, LLC. Dwight is registered with FINRA and holds Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Dwight provides investment advice and portfolio management services to individuals, businesses, pension plans, and other institutional clients.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/22/2020 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
02/21/2014 - 10/20/2020
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
06/01/2009 - 10/23/2013
MORGAN STANLEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
11/30/1995 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 12/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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