Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Mundy Clark is a financial advisor with over 15 years of experience in the industry. Kent is currently registered with Fidelity Personal and Workplace Advisors, a large firm with over $818 billion in assets under management. Previously, Kent worked with USAA Financial Advisors, Inc., Charles Schwab & Co., Inc., and State Farm VP Management Corp. Kent holds Series 6, 7, 9, 10, 63, and 65 licenses and is a Certified Financial Planner.
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.
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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2
MA
05/19/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
07/26/2016 - 02/26/2017
CHARLES SCHWAB & CO., INC. (OAK BROOK IL)
IL
09/21/2005 - 07/12/2016
USAA FINANCIAL ADVISORS, INC. (CHICAGO IL)
TX
02/19/2004 - 09/21/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IL
11/06/2003 - 02/03/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 10/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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