Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gentry is an experienced financial advisor with over 30 years of experience in the financial services industry. James has worked with LPL Financial LLC since November 2021. Before joining LPL Financial LLC, James was affiliated with MassMutual Life Insurance Co, MML Investors Services, LLC and MSI Financial Services, Inc.. James is a Certified Financial Planner™ and a Chartered Financial Consultant. James holds the Series 6, 7, and SIE licenses and the Series 63 registration. James is committed to providing personalized financial planning and investment advice to help his 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.
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
MO
11/22/2021 - Present
LPL Financial LLC (DES PERES MO)
MO
03/25/2017 - 11/23/2021
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
04/12/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ST. LOUIS MO)
MO
04/12/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHESTERFIELD MO)
NJ
02/22/1993 - 03/15/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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