Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Austin Miiller is a financial advisor with Schwab Wealth Advisory, Inc. Kent has been in the financial services industry since 2018. Kent holds Series 63, 66, 7 and SIE licenses and is registered in 35 states, including Indiana and Texas. Kent's previous experience includes roles at MONEY CONCEPTS CAPITAL CORP and Castle Wealth Advisors. Kent is a Certified Financial Planner.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
05/13/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
09/25/2018 - 03/29/2019
MONEY CONCEPTS CAPITAL CORP (INDIANAPOLIS IN)
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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