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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alexander Kent is a financial advisor with Truist Advisory Services, Inc. John has been in the financial industry for over 30 years and has extensive experience in helping clients with their financial goals. John has a strong commitment to providing personalized service and building long-lasting relationships with his clients. John is registered in 33 states and the District of Columbia and has a Series 7, 31, 63 and 65 licenses. John also holds the Securities Industry Essentials (SIE) designation. John is based in Jupiter, Florida and also has a cottage rental property in Ridgeway Ontario Canada. John is a valuable resource for clients seeking advice on a variety of financial matters, including investment management, retirement planning, and estate planning.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (JUPITER FL)
FL
06/15/2002 - 04/20/2016
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NC
12/12/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
09/04/1997 - 12/06/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/28/1995 - 09/08/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/08/1992 - 03/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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