Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Von Der Vellen has over 15 years of experience in the financial services industry. Kent is currently registered with Cetera Investment Advisers LLC. Kent is a registered representative (Series 7 & 66) and holds the SIE designation. Kent has previously been employed with OneAmerica Securities, Inc., Hornor, Townsend & Kent, Inc., New England Securities, PNC Investments, and Wells Fargo Advisors, LLC. Kent specializes in working with high net worth individuals, corporations and other businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Kent offers a variety of financial planning services, including portfolio management, investment advisory, and financial planning services.
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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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (AVON OH)
OH
12/15/2014 - 06/12/2019
ONEAMERICA SECURITIES, INC. (WESTLAKE OH)
OH
10/09/2013 - 12/12/2014
HORNOR, TOWNSEND & KENT, INC. (AKRON OH)
OH
04/08/2011 - 10/15/2013
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
02/11/2010 - 04/04/2011
PNC INVESTMENTS (ASHLAND OH)
OH
09/12/2008 - 12/17/2009
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 9/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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