Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Dallmeyer is a financial professional with over 38 years of experience in the industry. Kent has a wide range of experience, having previously worked with firms such as Raymond James Financial Services, Inc. and Cambridge Investment Research, Inc. Kent is currently registered with Mason & Associates, Inc. in Washington, IA. Kent specializes in financial planning, portfolio management for individuals, 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.
Helps you choose top advisors aligned with your financial goals.
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
IA
07/30/2015 - Present
Mason & Associates, Inc. (WASHINGTON IA)
CA
12/22/2015 - 08/10/2017
MUTUAL SECURITIES, INC. (CAMARILLO CA)
CA
09/08/2006 - 12/17/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOS ANGELES CA)
IA
01/04/1999 - 09/11/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON IA)
FL
09/10/1990 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
05/05/1978 - 09/27/1990
DAIN BOSWORTH INCORPORATED
NA
05/01/1978 - 05/05/1978
DAIN, KALMAN & QUAIL, INCORPORATED
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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