Unclaimed
Kent Adams is an investment advisor with BMO Capital Markets Corp. Kent has been working in the financial industry since August 11, 1992. Kent has worked for several financial firms in the Minneapolis, MN area, including Greene Holcomb & Fisher LLC, Manchester Financial Group, LLC, and U.S. Bancorp Piper Jaffray Inc.. Kent is a registered representative in 51 states and is currently licensed with BMO Capital Markets Corp. Kent's specializations include providing securities trading ideas and research.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
MN
08/01/2016 - Present
BMO Capital Markets Corp. (Minneapolis MN)
MN
01/06/2004 - 08/03/2016
GREENE HOLCOMB & FISHER LLC (MINNEAPOLIS MN)
MN
04/03/2003 - 01/05/2004
MANCHESTER FINANCIAL GROUP, LLC (MINNEAPOLIS MN)
MN
03/30/1992 - 11/18/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kent Adams is the right advisor for you? Invested Better is here to help.