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Kate Perez Chavez gentry

Enterprise Equities, Inc.

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About Kate Perez Chavez gentry

Kate Chavez gentry is a financial professional with over 4 years of experience in the industry. Kate is currently registered with Enterprise Equities, Inc. and holds Series 63, SIE and Series 22 licenses. Kate is registered in 28 states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington.

Firm Information

Kate Chavez gentry is currently registered with Enterprise Equities, Inc.. Enterprise Equities, Inc. is a Corporation that was formed on May 10, 1989. The firm is registered in 32 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kate Chavez gentry’s Registration & Firm History

MD

01/14/2019 - Present

Enterprise Equities, Inc. (COLUMBIA MD)

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Licenses & Designations

BC

Issued 01/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2019

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Perez Chavez gentry.
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