Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Greer is a financial advisor with Principal Securities, Inc. and has been in the industry since April 28, 2004. Kent is registered with the state of Iowa as well as several other states, including Indiana, Kentucky, Michigan, Ohio, Pennsylvania and West Virginia. Kent has a wide range of experience in providing financial planning and investment services to individuals, corporations, and charitable organizations. Kent specializes in retirement planning, investment management, and estate planning.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/28/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
IN
11/23/2005 - 06/20/2018
PRINCIPAL SECURITIES, INC. (INDIANAPOLIS IN)
MO
03/01/2002 - 11/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/14/1999 - 03/11/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 02/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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