Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Balch is a financial advisor at Osaic Wealth, Inc. with more than 20 years of experience in the industry. Kent specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Kent is also registered as an investment advisor in several states, including Florida, Georgia, North Carolina, South Carolina, and Texas. Kent has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Kent is a registered representative of Osaic Wealth, Inc., a firm that has been providing financial services to individuals and businesses for over 10 years. Osaic Wealth, Inc. is committed to providing its clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
GA
01/19/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
02/20/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
MN
02/27/1995 - 08/08/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 02/06/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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