Unclaimed
Luke A Gentry is an investment advisor representative at Ally Invest Advisors. Luke is licensed in 52 states and the District of Columbia and is a Registered Representative in North Carolina. Luke has been in the industry since 2021. At Ally Invest Advisors, Luke provides financial planning and portfolio management services for individuals and high-net-worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/01/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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