Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Wakefield McKee is a financial advisor who has been working in the financial services industry since January 9, 1993. Kent is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas. Kent is also registered as an Investment Advisor Representative in Florida and Texas. Kent has previously been registered with Ameriprise Financial Services, Inc., IDS Life Insurance Company, Interstate Securities Corporation, Richardson Greenshields Securities Inc., and Blinder, Robinson & Co., Inc. Kent holds Series 7, Series 63, and SIE licenses. Kent is a Certified Financial Planner. Kent's current employer is Cambridge Investment Research Advisors, Inc.
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.
Solicitation fees from 3rd party money managers
1
2
FL
11/04/2015 - Present
Cambridge Investment Research Advisors, Inc. (WINTER PARK FL)
FL
11/29/1995 - 05/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (WINTER PARK FL)
MN
11/29/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/10/1985 - 06/26/1986
INTERSTATE SECURITIES CORPORATION
NA
06/26/1984 - 04/02/1985
RICHARDSON GREENSHIELDS SECURITIES INC.
NA
06/22/1983 - 05/15/1984
BLINDER, ROBINSON & CO.,INC.
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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