Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Gentry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sean has been in the financial industry since 2007, working with various firms before joining Merrill Lynch. Sean's expertise includes a broad range of financial services. Sean has passed the Series 7, Series 31, and Series 66 exams. Sean is licensed to provide financial services in several states. Sean also has experience with pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
TX
04/04/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
AR
04/02/2007 - 10/03/2007
MORGAN STANLEY & CO., INCORPORATED (FAYETTEVILLE AR)
AR
09/29/2006 - 04/02/2007
MORGAN STANLEY DW INC. (FAYETTEVILLE AR)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/2006
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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