Unclaimed
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.
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.
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.
1
2
MD
01/14/2019 - Present
Enterprise Equities, Inc. (COLUMBIA MD)
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
Active
Inactive
F
FINRA
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