Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lloyd Gentry is an active financial professional with over 20 years of experience in the industry. Gerald is currently registered with St. Bernard Financial Services, Inc. in Russellville, Arkansas. Prior to joining St. Bernard Financial Services, Inc., Gerald was affiliated with firms including Transamerica Financial Advisors, Inc., Allstate Financial Services, LLC, Intersecurities, Inc., Walnut Street Securities, Inc., North American Management, Inc., Keogler, Morgan & Company, Inc., and Royal Alliance Associates, Inc.. Gerald holds several licenses including the Series 6, Series 7, and Series 63. Gerald is also a Registered Representative with FINRA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
AR
01/02/2018 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
TX
01/11/2008 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ROUND ROCK TX)
TX
03/15/2004 - 11/19/2007
ALLSTATE FINANCIAL SERVICES, LLC (ROUND ROCK TX)
FL
12/11/2001 - 03/19/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
06/01/1996 - 12/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
01/24/1996 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
01/25/1994 - 11/17/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
AZ
01/18/1994 - 02/03/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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