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 McGinnis is a financial advisor in Quincy, Illinois. Kent is registered with SPC, which has an office in Quincy, Illinois and another office in Ann Arbor, Michigan. Kent is also registered with the following broker-dealers: MML Investors Services, LLC and MSI Financial Services, INC. Kent has been a financial advisor since 1982. Kent holds the following licenses: Series 6, 7, 9, 10, 26, 63, and 65. Kent also holds the designations: Certified Financial Planner and Chartered Financial Consultant. Kent has been working with clients in the following areas: individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
IL
02/01/2018 - Present
SPC (Quincy IL)
IL
03/25/2017 - 02/02/2018
MML INVESTORS SERVICES, LLC (Quincy IL)
MO
07/15/1982 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IL
07/15/1982 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (QUINCY IL)
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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