Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genti? Claim Your ProfileGenti Basha is a financial advisor with LPL Financial LLC, a firm with over $463 billion in regulatory assets under management. Genti has been in the financial industry since 2014 and has a strong track record of success in helping clients reach their financial goals. Genti is committed to providing clients with personalized financial advice that meets their individual needs. Genti is also a registered representative with FINRA and has a Series 7, 6, 63, 65, and 66 licenses. Genti holds a Series 66 license, which allows them to provide investment advice to clients in multiple states. Genti also has experience working with a variety of clients, including individuals, families, and businesses. Genti has worked for several other firms, including Edward Jones, USAA Financial Advisors, Inc., and BBVA Compass Investment Solutions, Inc. Genti's extensive experience and qualifications make them well-equipped to provide clients with the financial guidance they need to achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
11/02/2023 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
05/15/2020 - 11/06/2023
EDWARD JONES (GLENDALE AZ)
AZ
03/16/2015 - 05/16/2016
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/13/2014 - 02/24/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
05/16/2013 - 04/23/2014
BBVA SECURITIES INC. (SCOTTSDALE AZ)
AZ
08/11/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SCOTTSDALE AZ)
BOTH
Issued 06/08/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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