Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Markle is an investment advisor representative registered in Pennsylvania and Texas. Kent has over 25 years of experience in the financial services industry. Kent currently works at Bill Few Associates, Inc. and previously worked at Bill Few Securities, Inc., NatCity Investments, Inc., NatCity Insurance Services, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Olde Discount Corporation, Wheat, First Securities, Inc., Lehman Brothers Inc., Hibbard Brown & Co., Inc., and F.N. Wolf & Co., Inc.. Kent has been involved in the securities industry since February 1988. Kent holds the Series 7, Series 63, and Series 65 licenses. Kent specializes in portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning, educational seminars, and selection of other advisors.
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.
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.
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2
PA
09/03/2014 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
01/16/2004 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
OH
08/02/1996 - 02/19/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/30/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IN
02/10/1995 - 08/27/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/10/1995 - 08/27/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MI
10/11/1992 - 06/13/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NC
01/07/1991 - 10/15/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
06/07/1989 - 01/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/01/1988 - 02/02/1989
HIBBARD BROWN & CO., INC.
NA
03/22/1988 - 06/15/1988
F.N. WOLF & CO., INC.
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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