Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Tucker Gentry is a registered investment advisor representative associated with Truist Advisory Services, Inc. William has been working in the financial services industry since July 24, 2019 and is currently registered with the state of Tennessee. William has passed the Series 63, Series 65, Series 7, and Series 6 exams. William specializes in portfolio management for individuals and businesses, financial planning, publication of periodicals, selection of other advisors, and wrap fee products.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
01/31/2020 - Present
Truist Advisory Services, Inc. (BRENTWOOD TN)
IA
Issued 01/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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