Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Gentilella is a Registered Representative with Calton & Associates, Inc. in Oakland, FL, with over 30 years of experience in the industry. Bruce has been registered with the Securities and Exchange Commission (SEC) since 1985 and holds Series 6, 7, and 66 licenses. Bruce previously worked with Ameritas Investment Corp. and Lincoln Financial Securities Corporation. Bruce's specialties include financial planning, portfolio management, and insurance services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/15/2017 - Present
Calton & Associates, Inc. (Oakland FL)
FL
03/17/2015 - 05/12/2017
AMERITAS INVESTMENT CORP. (Gotha FL)
FL
07/28/2006 - 03/19/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (GOTHA FL)
FL
10/31/2003 - 08/09/2006
AMERITAS INVESTMENT CORP. (ORLANDO FL)
MD
08/20/1996 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
09/20/1985 - 09/24/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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