Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly ann? Claim Your ProfileKelly Ann Cullen Gentles is an investment advisor representative at Captrust. Kelly Ann has been in the financial services industry for over 20 years. Kelly Ann has extensive experience in the investment advisory industry, having worked at several firms, including Lincoln Investment, Comprehensive Asset Management and Servicing, Inc., Foreside Fund Services, LLC, Constellation Investment Distribution Company Inc., Delaware Distributors, L.P., Rittenhouse Financial Securities, Inc., Regional Brokers, Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Kelly Ann holds a Certified Financial Planner designation. Kelly Ann is licensed to provide investment advisory services in Pennsylvania.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
01/03/2023 - Present
Captrust (Media PA)
PA
11/15/2013 - 03/13/2015
LINCOLN INVESTMENT (WAYNE PA)
NJ
01/07/2011 - 08/23/2011
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
PA
01/03/2006 - 11/05/2008
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
05/26/2004 - 02/27/2006
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
03/04/1998 - 02/04/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
07/18/1996 - 05/21/1997
RITTENHOUSE FINANCIAL SECURITIES, INC. (RADNOR PA)
PA
02/15/1995 - 10/23/1995
REGIONAL BROKERS, INC. (JAMISON PA)
NJ
07/26/1994 - 03/01/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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