Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Brantz Gentry is a financial advisor with over 20 years of experience in the financial services industry. Samuel is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Samuel provides a wide range of financial services, including retirement planning, investment management, and financial planning. Samuel is committed to helping clients reach their financial goals.
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.
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2
UT
04/28/2016 - Present
Kestra Advisory Services, LLC (BOUNTIFUL UT)
UT
09/27/2013 - 06/11/2019
KESTRA INVESTMENT SERVICES, LLC (LEHI UT)
CO
03/18/2008 - 06/29/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
RI
07/13/1993 - 12/12/2000
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 10/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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