Unclaimed
Herbert Llewellyn Gentle is a financial professional with over 28 years of experience in the industry. Herbert is currently registered with PFS Investments Inc., a firm with a strong track record in providing financial advice and services to individuals, corporations, and charitable organizations. Herbert holds multiple licenses and certifications, including the Series 6, 26, and 63 licenses, demonstrating a deep understanding of the financial markets and investment products. Herbert focuses on providing personalized financial guidance and investment management services to help clients 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.
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
CA
06/29/1994 - Present
PFS Investments Inc. (TORRANCE CA)
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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