Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Rodney Beal is a financial advisor with over 25 years of experience in the financial services industry. Kent is currently registered with Newedge Advisors, a firm with over $10 billion in assets under management. Prior to joining Newedge Advisors, Kent worked with Morgan Stanley, UBS Financial Services Inc., and McDonald Investments Inc. Kent has a broad range of experience working with individuals, families, businesses, and institutions. Kent specializes in financial planning, portfolio management, and pension consulting. Kent holds the Series 7, Series 63, and Series 65 licenses, and is registered in several states.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/01/2021 - Present
Newedge Advisors (Centerville OH)
OH
07/02/2010 - 02/10/2020
MORGAN STANLEY (CANTON OH)
OH
02/09/2007 - 07/12/2010
UBS FINANCIAL SERVICES INC. (CANTON OH)
OH
08/22/1997 - 02/09/2007
MCDONALD INVESTMENTS INC. (CANTON OH)
NY
05/10/1994 - 09/15/1997
COWEN & CO. (NEW YORK NY)
IA
Issued 11/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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