Unclaimed
Sheila Gentile is a financial advisor with over 10 years of experience in the industry. Sheila has held positions at various firms, including Foresters Financial Services, Inc., Royal Alliance Associates, Inc., and Pruco Securities, LLC. Sheila is currently registered with Osaic Wealth, Inc. in New Jersey. Sheila specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
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
AZ
07/26/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
07/25/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/25/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/25/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
04/23/2021 - 08/03/2023
PRUCO SECURITIES, LLC. (NEWARK NJ)
AZ
09/09/2019 - 04/06/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
06/12/2012 - 08/30/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
IA
Issued 03/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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