Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Hilton is a financial advisor with over 34 years of experience. Kent is currently registered with Osaic Wealth, Inc. and previously worked at SIGMA FINANCIAL CORPORATION, O'KEEFE SHAW & CO., INC., INVESTACORP, INC., THE INVESTMENT CENTER, INC., CLEARING SERVICES OF AMERICA, INC., CADARET, GRANT & CO., INC., CIGNA FINANCIAL ADVISORS,INC., GNA SECURITIES, INC., LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, GUARDIAN INTERNATIONAL SECURITIES CORP. and F.D. ROBERTS SECURITIES, INC. Kent specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kent is a registered Investment Advisor and has passed the Series 7, Series 24, Series 63, and Series 65 exams.
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
NY
01/24/2024 - Present
Osaic Wealth, Inc. (Hamburg NY)
NY
03/30/2009 - 01/22/2024
SIGMA FINANCIAL CORPORATION (HAMBURG NY)
NY
01/05/2009 - 03/30/2009
O'KEEFE SHAW & CO., INC. (BUFFALO NY)
NY
01/05/2007 - 12/31/2008
O'KEEFE SHAW & CO., INC. (BUFFALO NY)
NY
10/17/2000 - 01/04/2007
INVESTACORP, INC. (HAMBURG NY)
NJ
09/15/1997 - 09/29/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MO
12/19/1995 - 12/31/1996
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
NY
02/13/1995 - 12/18/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
PA
06/25/1993 - 06/27/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
VA
06/09/1992 - 05/06/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
06/18/1991 - 01/07/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/28/1989 - 12/05/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/20/1989 - 12/14/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/01/1988 - 07/25/1989
GUARDIAN INTERNATIONAL SECURITIES CORP.
NA
01/21/1987 - 09/09/1988
F.D. ROBERTS SECURITIES, INC.
IA
Issued 05/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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