Kent BalerCRD Number: 6284856
Current Firm: Prudential Financial Planning Services
Kent Baler (CRD# 6284856) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hoboken, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|The Prudential Insurance Company Of America||Hoboken, NJ||Mar 2021 - Current||< 1|
|Pruco Securities, LLC||Hoboken, NJ||Jan 2021 - Current||< 1|
|Mml Investors Services, LLC||New York, NY||Aug 2019 - Feb 2021||1|
|Massmutual Life Insurance Co||New York, NY||Feb 2019 - Feb 2021||2|
|Unemployed||Berkeley Heights, NJ||Sep 2018 - Feb 2019||< 1|
|Cross Border Wealth, LLC||New York, NY||Nov 2017 - Sep 2018||< 1|
|Insight Global||Bellevue, WA||Apr 2017 - Oct 2017||< 1|
|Devere Usa||New York, NY||Jan 2015 - Apr 2017||2|
|Brookdale Community College||Lincroft, NJ||Sep 2014 - Dec 2014||< 1|
|Rutgers University - Newark Campus||Newark, NJ||Jun 2014 - Aug 2014||< 1|
|Morgan Stanley||Baltimore, MD||Jan 2014 - Mar 2014||< 1|
|Bond Street Social||Baltimore, MD||Jul 2013 - Jan 2014||< 1|
|Financial Concepts Unlimited||Annapolis, MD||Jan 2013 - Jun 2013||< 1|
|Loyola University Maryland||Columbia, MD||Aug 2011 - Oct 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
|S63||Uniform Securities State Law Examination||Dec 2019|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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