Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Gentry is a Registered Representative of Citizens Securities, Inc., a firm with over 53,000 clients and assets under management of over $9 billion. Keith has been in the securities industry since 2006. Keith is a licensed securities principal and also holds the Series 6, 7, 52, 55, 57, and 66 licenses. Keith is a Registered Representative of Citizens Securities, Inc., a firm with over 53,000 clients and assets under management of over $9 billion. Keith has been in the securities industry since 2006. He specializes in providing financial planning and portfolio management for individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/08/2021 - Present
Citizens Securities, Inc. (CONSHOHOCKEN PA)
MA
11/02/2016 - 01/08/2020
CITIZENS SECURITIES, INC. (MEDFORD MA)
MA
10/26/2012 - 12/26/2014
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
MA
05/20/2010 - 10/16/2012
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
03/09/2009 - 03/25/2010
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/06/2008 - 08/08/2008
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
MA
09/27/2006 - 10/24/2006
FIRST INVESTORS CORPORATION (WALTHAM MA)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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