Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Jerome Shettler is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm that has been in business since 1962. Kent has been in the financial industry since 1999, starting his career at AFS Brokerage, Inc. and later joining Raymond James Financial Services Advisors, Inc.. Kent holds Series 7 and Series 66 licenses, and is registered in several states. Kent provides a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars. Kent also serves as an associate at Bank of 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (GRAND JUNCTION CO)
TX
11/01/1999 - 10/16/2000
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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