Unclaimed
Jeremy Shawn Gentle is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeremy has been in the industry since 1988. Jeremy is licensed to provide investment advice in several states, including Alabama, Texas, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Mississippi, Oregon, South Carolina, and Tennessee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
02/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (BIRMINGHAM AL)
AL
10/14/2005 - 06/23/2016
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
NY
10/19/1988 - 10/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/10/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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