Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Matthew Porter is a financial advisor with over 38 years of experience in the industry. Kent is registered with Osaic Wealth, Inc., which has approximately 39,691 clients and over 94.5 billion dollars in assets under management. Kent is also a Certified Financial Planner and holds the following licenses: Series 63, Series 53, Series 24, Series 7, and the SIE. Kent specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kent can help you with your financial goals and needs.
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.
A percentage of the total value of assets under management is charged.
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IA
11/03/2023 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
01/18/1993 - 11/03/2023
FSC SECURITIES CORPORATION (WEST DES MOINES IA)
MN
09/25/1985 - 01/18/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 09/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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