Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Gentry is a financial advisor with Rockefeller Financial LLC, a firm that manages over $50 billion in assets. Abigail has been in the financial industry since 2018 and holds Series 7, SIE and Series 66 licenses. Abigail has experience working with clients in Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Michigan, Mississippi, Montana, Nevada, New Mexico, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia and Washington. Abigail specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Abigail previously worked at Morgan Stanley and Wells Fargo Advisors, LLC.
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.
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.
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2
GA
03/11/2022 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
03/27/2018 - 03/16/2022
MORGAN STANLEY (Atlanta GA)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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