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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Mitchell is a financial advisor with Venturi Private Wealth and has been in the industry since 2004. Kent has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Oppenheimer & Co. Inc. Kent specializes in providing financial planning, investment management, and pension consulting services. Kent has a Series 7, Series 9, Series 63, and Series 65 license and has over 18 years of experience in the financial services industry.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/10/2019 - Present
Venturi Private Wealth (AUSTIN TX)
TX
07/19/2012 - 06/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
NY
08/24/2010 - 07/19/2012
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/01/2008 - 09/13/2010
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NY
02/25/2004 - 08/26/2008
CASIMIR CAPITAL L.P. (NEW YORK NY)
IA
Issued 10/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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