Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kent? Claim Your ProfileKent Warren Miller is a licensed and registered investment advisor with over 40 years of experience in the financial industry. Kent is currently associated with Osaic Wealth, Inc., a firm with over $94 Billion in assets under management. Kent's experience includes working for several other notable financial institutions, including FSC Securities Corporation, Andover Securities, Inc., Offerman & Co., Inc., and Waddell & Reed, Inc. Kent is a knowledgeable professional who holds a variety of licenses and registrations. Kent holds Series 63, 4, 53, 27, 24, 99TO, SIE, 7, and 1 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/03/2023 - Present
Osaic Wealth, Inc. (KALAMAZOO MI)
MI
01/01/1996 - 11/03/2023
FSC SECURITIES CORPORATION (KALAMAZOO MI)
MO
06/17/1986 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
NA
10/09/1979 - 06/25/1986
OFFERMAN & CO., INC.
NA
03/03/1975 - 10/24/1979
WADDELL & REED, INC.
BC
Issued 03/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1991
Series 4 - Registered Options Principal Examination
BC
Issued 11/18/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/04/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/22/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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