Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miriam? Claim Your ProfileMiriam Gentile is a financial advisor with over 19 years of experience in the financial services industry. Miriam Gentile is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at Morgan Stanley and UBS Financial Services Inc. Miriam Gentile holds Series 7, 9, 10, 66, and SIE licenses and is registered to provide investment advice in multiple states. Miriam Gentile specializes in portfolio management, financial planning, and investment advisory services for both individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/10/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
NJ
06/01/2009 - 06/12/2017
MORGAN STANLEY (Paramus NJ)
NY
05/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PEARL RIVER NY)
NY
07/24/2007 - 06/13/2008
UBS FINANCIAL SERVICES INC. (PEARL RIVER NY)
NJ
03/19/1986 - 02/03/1990
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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