Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Wise is a registered representative with Cambridge Investment Research Advisors, Inc. Kent has been in the financial services industry for over 20 years. Kent holds Series 7 and 66 licenses and is registered with the states of Louisiana and Texas. Kent provides financial planning and portfolio management services to individual investors and businesses. Prior to joining Cambridge Investment Research Advisors, Inc. Kent was associated with Next Financial Group, Inc., Cetera Financial Specialists LLC, and Genworth Financial Securities Corporation. Kent is also a licensed insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
LA
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Metairie LA)
LA
10/01/2013 - 12/31/2019
NEXT FINANCIAL GROUP, INC. (METAIRIE LA)
LA
11/29/2010 - 10/03/2013
CETERA FINANCIAL SPECIALISTS LLC (MATAIRIE LA)
LA
10/31/2008 - 10/28/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (METAIRIE LA)
VA
03/13/2006 - 04/18/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
07/15/2005 - 12/06/2005
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
10/06/2004 - 07/21/2005
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
08/07/2003 - 10/08/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 02/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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