Unclaimed
Kent Pendleton is a financial advisor with Raymond James Financial Services Advisors, Inc. Kent has been in the industry for over 10 years, having previously worked for Edward Jones. Kent is a registered representative in Texas. Kent has a Series 66, Series 7, and SIE. Kent is also the Managing Partner of Pendle Hill Advisors LLC. Kent provides financial advice to individuals, families, and businesses. Kent is dedicated to helping clients achieve their financial goals.
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
TX
03/04/2021 - Present
Raymond James Financial Services Advisors, Inc. (Montgomery TX)
TX
06/21/2018 - 03/05/2021
EDWARD JONES (MONTGOMERY TX)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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