Unclaimed
Kent James Teixeira is a registered investment advisor representative with Ameritas Advisory Services, LLC, located in Oroville, California. Kent has been in the financial services industry since June 1, 1997. Prior to joining Ameritas, Kent was employed by PRUCO SECURITIES CORPORATION in NEWARK, NJ. Kent holds FINRA Series 6, 7, 24, 53, and 63 licenses and the SIE designation. Kent also holds the Series 66 license. Kent specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and charitable organizations. Kent is an inventor and holds a patent for a product for outdoor landscape use. Kent is active in the community and is a member of several professional organizations.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (Oroville CA)
NJ
05/19/1997 - 01/05/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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