Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Edward Muckel is a financial advisor registered with Cerity Partners Ocio LLC. Kent is a Chartered Financial Analyst and holds FINRA Series 3 and Series 30 licenses. Kent has been in the financial industry since January 2010. Kent has worked for Pere lla Weinberg Partners Capital Management LP and Cerity Partners LLC. Kent specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kent is also a registered investment advisor in Colorado.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
06/28/2024 - Present
Cerity Partners Ocio LLC (NEW YORK NY)
BC
Issued 05/24/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 06/12/2024
Series 3 - National Commodity Futures Examination
Active
Inactive
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