Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatiana? Claim Your ProfileTatiana Mayalisa Kent is an active investment advisor representative with Morgan Stanley. Kent has been in the industry since 2017 and is registered with the state of Utah and Texas. Kent holds Series 63, 66, and 7 licenses. Kent previously worked at WELLS FARGO CLEARING SERVICES, LLC and E*TRADE SECURITIES LLC. Kent's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, and Educational Seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
12/19/2024 - Present
Morgan Stanley (South Jordan UT)
UT
11/27/2018 - 11/04/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
11/08/2017 - 11/19/2018
MORGAN STANLEY (SOUTH JORDAN UT)
UT
11/01/2016 - 09/22/2017
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 01/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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