Kent MoegerleCRD Number: 3084378
Current Firm: Bny Mellon Securities Corporation
Kent Moegerle (CRD# 3084378) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Atlanta, GA and has over 20 years of experience in the finance industry. Kent Moegerle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Bny Mellon Securities Corporation||Atlanta, GA||Jul 2020 - Current||1|
|Bny Mellon||Atlanta, GA||Dec 2019 - Current||2|
|Suntrust Advisory Services||Atlanta, GA||Sep 2016 - Feb 2020||3|
|Suntrust Bank||Dunedin, FL||Apr 2003 - Feb 2020||16|
|Suntrust Investment Services, Inc.||Dunedin, FL||Apr 2003 - Feb 2020||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management2,481MILLIONS
Total Number of Accounts3,995ACCOUNTS
Average Account Value$621,118
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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