Unclaimed
Geoffrey Gentry is a financial advisor with Fidelity Personal and Workplace Advisors. Geoffrey is a registered representative with FINRA and is also registered as an investment advisor representative in Texas and Utah. Geoffrey holds the Series 63, Series 66, Series 7TO and SIE licenses. Geoffrey has been in the financial industry since 2019. In addition to working at Fidelity Personal and Workplace Advisors, Geoffrey also drives for Uber Technologies, Inc. In addition to financial planning and portfolio management, Geoffrey is also specialized in investment companies, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth individuals.
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.
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.
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.
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2
UT
07/15/2024 - Present
Fidelity Personal AND Workplace Advisors (GRANTSVILLE UT)
UT
09/19/2019 - 10/28/2021
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 07/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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