Unclaimed
Kent James Shuster is an investment advisor representative with Equitable Advisors, LLC. Kent has been in the financial services industry since 1990. Kent is registered to provide investment advisory services in California, Georgia, Nevada and Washington. Kent also holds several licenses including Series 6, 7, 63, and 65. Kent is also registered with FINRA and the state of California. In addition to his work with Equitable Advisors, LLC, Kent also owns and operates a separate fixed insurance business called Shuster Financial Strategies, Inc. Kent is a member of the Ashar Group, LLC which is a life settlement broker.
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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CA
09/12/2024 - Present
Equitable Advisors, LLC (IRVINE CA)
NY
10/22/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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