Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Lucken is a financial advisor who has been in the industry for over 20 years. Kent is currently registered with Citigroup Global Markets Inc. and holds the Series 31, SIE, and Series 7 licenses. Kent is also a registered investment advisor in several states. Kent's previous experience includes working with CitiCorp Investment Services and Robertson Stephens, Inc. Kent has a strong background in financial planning and investment management. Kent specializes in providing investment advice to individuals, families, and businesses. Kent has also served on the Board of Directors of the Bastion Institute, a non-profit organization focused on strengthening America's leadership.
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.
Asset allocation advice
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
MA
05/29/2007 - Present
Citigroup Global Markets Inc. (BOSTON MA)
MA
01/14/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (BOSTON MA)
CA
09/11/2001 - 10/29/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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