Unclaimed
Jaylen Gentry is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Jaylen has been in the financial services industry since 2023. Prior to joining TIAA-Cref, Jaylen worked at NYLIFE Securities LLC. Jaylen holds the Series 7, 63, and SIE licenses. Jaylen Gentry is licensed in all 50 states.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
NC
06/08/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/01/2023 - 04/25/2023
NYLIFE SECURITIES LLC (CHARLOTTE NC)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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