linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Jay Gentry

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Jay Gentry

Brian Gentry is a financial professional with over 28 years of experience in the financial services industry. Brian holds a Series 6, 7, 9, 10 and 63 licenses and the SIE exam certification. Brian's current firm, National Financial Services LLC is a leading provider of financial services. Previously, Brian was associated with Fidelity Brokerage Services LLC and Fidelity Distributors Corporation. Brian's experience and credentials make him a valuable resource for clients seeking financial guidance.

Firm Information

Brian Gentry is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Gentry’s Registration & Firm History

TX

07/20/2006 - Present

National Financial Services LLC (WESTLAKE TX)

TX

12/08/1994 - 07/20/2006

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

RI

02/03/1994 - 11/30/1994

FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)

Not sure if Brian Jay Gentry is right for you?

Licenses & Designations

BC

Issued 02/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/05/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1994

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian Jay Gentry.
Not sure if Brian Jay Gentry is right for you?