Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Robert Huntoon is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Kent has been in the financial services industry since August 1991 and has extensive experience providing financial advice to clients. Kent is also registered as an Investment Advisor Representative in Indiana and Texas. Kent has held previous roles at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., PrimeVest Financial Services, Inc., Pruco Securities Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Kent holds a Series 6, 7, 26, 63 and 66 licenses. Kent specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
10/11/2013 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
01/01/2008 - 10/14/2013
WELLS FARGO ADVISORS, LLC (MERRILLVILLE IN)
IN
09/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MERRILLVILLE IN)
MN
03/24/1998 - 12/01/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
11/17/1987 - 02/13/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
09/09/1987 - 11/05/1987
METLIFE SECURITIES INC.
NA
09/09/1987 - 11/04/1987
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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