Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent J Calhoon is a financial advisor with Edward Jones. Kent has been in the financial services industry since 1995 and has a strong track record of success in helping clients achieve their financial goals. Kent is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7) and is licensed to sell securities in multiple states. Kent also holds the Uniform Investment Adviser Law Examination (Series 65) license and is licensed to sell securities in multiple states. Kent has a strong understanding of the financial markets and is committed to providing clients with personalized investment advice. Kent is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
OR
03/12/2019 - Present
Edward Jones (Lake Oswego OR)
CT
09/15/2010 - 08/20/2012
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
PA
02/04/2009 - 09/15/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
06/30/2006 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NJ
03/23/2005 - 06/28/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
05/02/2001 - 03/14/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/09/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
10/17/1995 - 02/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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