Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Moegerle is a financial advisor with BNY Mellon Securities Corp. Kent is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Kent has worked with a number of firms including SunTrust Investment Services, Inc. and AmSouth Investment Services, Inc. Kent is also a Certified Financial Planner. Kent's practice focuses on providing investment management, trust and estate planning, banking, credit and/or lending services to individuals, corporations and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
GA
09/04/2020 - Present
BNY Mellon Securities Corp. (ATLANTA GA)
GA
06/25/2003 - 02/18/2020
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
AL
03/21/2001 - 04/16/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
VT
07/27/1999 - 04/13/2001
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
04/16/1999 - 07/13/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
09/01/1998 - 02/19/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 11/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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