Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arturo? Claim Your ProfileArturo Perret-gentil is an investment advisor representative with Truist Advisory Services, Inc. Arturo has over 26 years of experience in the financial services industry. Arturo is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor. Arturo is licensed in Florida, Texas, and other states. Arturo has held previous positions with Morgan Stanley and UBS Financial Services Inc. Arturo specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Arturo is also involved in real estate and rental property ownership.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/01/2024 - Present
Truist Advisory Services, Inc. (WESTON FL)
FL
06/10/2011 - 03/28/2023
MORGAN STANLEY (Boca Raton FL)
FL
01/01/2010 - 06/20/2011
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
09/24/1996 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 10/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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