Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe David Gentry is a financial advisor registered with Ameriprise Financial Services, LLC, in Colorado, Louisiana, and Texas. Joe has been working in the financial services industry since 2015. He is a registered representative with Ameriprise Financial Services, LLC, and holds Series 66, Series 7, and SIE licenses. Joe also owns a fitness center in Lake Charles, Louisiana. Ameriprise Financial Services, LLC is a large financial services firm with over 140,000 clients and approximately $500 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
LA
11/22/2019 - Present
Ameriprise Financial Services, LLC (Lake Charles LA)
LA
02/26/2015 - 11/25/2019
EDWARD JONES (LAKE CHARLES LA)
BOTH
Issued 04/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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