Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Gentile is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC and holds Series 6, 63, and 65 licenses. Stephen has previously worked with Next Financial Group, Inc. and Royal Alliance Associates, Inc. He is based in Lynnfield, Massachusetts and provides financial planning and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
04/05/2023 - Present
LPL Financial LLC (LYNNFIELD MA)
MA
08/07/2009 - 03/31/2023
NEXT FINANCIAL GROUP, INC. (LYNNFIELD MA)
MA
02/26/2002 - 08/14/2009
ROYAL ALLIANCE ASSOCIATES, INC. (STOUGHTON MA)
MA
11/17/1998 - 03/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/17/1998 - 03/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
03/23/1998 - 11/20/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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