Unclaimed
Benjamin Gentry is a financial advisor with Private Advisor Group, LLC. Benjamin has been in the industry since 2002 and holds the Series 7, 63 and 66 securities licenses. He also has a SIE designation. Benjamin has experience with a variety of financial products and services, including investment advisory, financial planning, portfolio management, and pension consulting. His clients include individuals, families, businesses, and institutions. Benjamin is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
TN
10/02/2020 - Present
Private Advisor Group, LLC (Columbia TN)
AR
05/01/2017 - 10/06/2020
EDWARD JONES (PRAIRIE GROVE AR)
TN
08/28/2012 - 05/10/2017
LPL FINANCIAL LLC (COLUMBIA TN)
TN
05/04/2009 - 08/30/2012
NEXT FINANCIAL GROUP, INC. (PULASKI TN)
TN
04/13/2006 - 05/21/2009
UBS FINANCIAL SERVICES INC. (FRANKLIN TN)
TN
07/09/2002 - 04/17/2006
EDWARD JONES (PULASKI TN)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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