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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gentry is a financial professional with over 30 years of experience in the industry. John is currently an Investment Advisor Representative at RMR Wealth Builders, Inc., where they provide financial planning, portfolio management, and investment advice to individuals, families, and businesses. Their previous experience includes roles at Patrick Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Columbia Management Distributors, Inc., BACAP Distributors, LLC, National Financial Services LLC, Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John holds the Series 7, 9, 10, 63, and 65 licenses, as well as the Certified Financial Planner designation.
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 engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
MA
01/07/2025 - Present
RMR Wealth Builders, Inc. (Natick MA)
MO
07/13/2015 - 12/31/2015
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
NY
09/25/2009 - 03/25/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/20/2005 - 09/28/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
09/14/2004 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
10/02/2001 - 08/17/2004
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
07/05/1996 - 10/02/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/15/1989 - 07/05/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
12/20/1988 - 10/07/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/1988 - 10/07/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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