Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gentry? Claim Your ProfileGentry Robinson Buchan is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Gentry has been working in the financial services industry since October 28, 2022 and is licensed in 53 states as a broker and investment advisor representative. Gentry is registered as an investment advisor representative with the state of North Carolina and Texas. Gentry specializes in working with individuals, businesses, investment companies, pensions, and charitable organizations. Gentry offers a range of investment advisory services including portfolio management for individuals and businesses, as well as performance measurement reports, allocation modeling, IPS, research reports, and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILSON NC)
BOTH
Issued 12/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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