Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Mark Forkner is a registered investment advisor representative with Cerity Partners LLC. Kent has been in the industry since 1996 and has worked with a variety of firms over the years. Kent is registered to provide investment advice in Massachusetts and has a Series 63, Series 62, and Series 6 license. Kent also holds a Series 65 license and has worked with a variety of client types including individuals, businesses, and charitable 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/08/2022 - Present
Cerity Partners LLC (NEW YORK NY)
MD
09/01/1997 - 06/26/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
01/02/1997 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
MA
06/13/1996 - 10/14/1996
STANDISH FUND DISTRIBUTORS, L.P. (BOSTON MA)
IA
Issued 05/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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