Unclaimed
Linda Kent is a financial advisor with over 40 years of experience in the industry. Linda is a Certified Financial Planner™ and holds FINRA Series 7, 24, 63, and 65 licenses. Linda has previously worked with firms such as FSC Securities Corporation and Lincoln Investment, and currently works for Osaic Wealth, Inc. Linda specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses and 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.
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
PA
11/03/2023 - Present
Osaic Wealth, Inc. (FORT WASHINGTON PA)
PA
07/15/2016 - 11/03/2023
FSC SECURITIES CORPORATION (FORT WASHINGTON PA)
PA
05/31/2016 - 07/19/2016
LINCOLN INVESTMENT (Jenkintown PA)
PA
11/10/1995 - 06/01/2016
FSC SECURITIES CORPORATION (FORT WASHINGTON PA)
PA
11/05/1979 - 11/16/1995
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
10/24/1980 - 06/03/1985
HACKETT ASSOCIATES
NA
03/02/1979 - 12/13/1979
WADDELL & REED, INC.
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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