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 McGlincy is a registered representative with Invesco Managed Accounts, LLC. Kent has been in the securities industry since 2009. Kent is licensed in 53 states and the District of Columbia. Kent has Series 7 and 66 licenses. Kent also has experience with OppenheimerFunds Distributor, Inc. and Federated Securities Corp. Kent is a member of Wheezie Stevens, LLC, a book publishing company.
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.
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
CO
02/06/2023 - Present
Invesco Managed Accounts, LLC (Winter Park CO)
CO
02/22/2018 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
PA
05/01/2009 - 11/24/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 05/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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