Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Drew Kent is a financial advisor registered with LPL Financial LLC. Michael has been in the financial industry since 2014, previously working at Oneida Wealth Management, Inc. and INVEST Financial Corporation, Inc.. Michael provides financial planning, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
02/14/2018 - Present
LPL Financial LLC (SYRACUSE NY)
NY
04/20/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (SYRACUSE NY)
NY
05/13/2015 - 04/20/2016
ONEIDA WEALTH MANAGEMENT, INC. (SYRACUSE NY)
CO
02/25/2008 - 01/23/2009
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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