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GG

Gerald C. Gentner

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CRD#: 801323
GG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Carl Gentner, who also goes by Gerry Gentner, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1974. Gerald had worked at 10 firms and has passed the Series 63, Series 65 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerry Gentner

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 5, 2007 - March 28, 2012

SECURITIES AMERICA, INC.

BD
CRD#: 10205
AMHERST, NY
Past

March 1, 2002 - September 5, 2007

LINCOLN INVESTMENT

BD
CRD#: 519
AMHERST, NY
Past

October 15, 1993 - January 3, 2003

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

August 30, 1983 - July 30, 1988

CPC SECURITIES CORPORATION

BD
CRD#: 8461
Past

June 19, 1983 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

December 28, 1982 - March 8, 2002

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

December 16, 1982 - November 10, 1983

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

October 20, 1980 - December 15, 1982

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
Past

February 15, 1979 - September 25, 1980

ILICOB SALES CORPORATION

BD
CRD#: 4252
Past

December 2, 1974 - April 11, 1977

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HORSHAM, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/3/2000
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/8/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/19/1974
Registered Representative Examination

Current Firm


SA
SECURITIES AMERICA, INC.
SECURITIES AMERICA FINANCIAL SERVICES | WILLIAMS, WILD & LARSON SECURITIES, INC. | TYMAN SECURITIES, INC. | TMG SECURITIES, INC. | SECURITIES AMERICA, INC. | SECURITIES AMERICA WEALTH MANAGEMENT GROUP

CRD#: 10205 / SEC#: , 8-26602

BD
Terminated by SEC on 08/17/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/08/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SECURITIES AMERICA FINANCIAL CORP.SHAREHOLDER
CHAFFEE, HAROLD GERARDVICE PRESIDENT, CHIEF COMPLIANCE OFFICER2905661
CORNICK, GREGORY ALLENDIRECTOR3132991
FORD, ERINN JUNEINTERIM PRESIDENT, DIRECTOR AND CEO2176816
GERB, JASON HARRISSVP, CHIEF REGULATORY OFFICER3021815
HULETT, KIRK JESSEEXECUTIVE VICE PRESIDENT, STRATEGY & PRACTICE MANAGEMENT, DIRECTOR2528380
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMEXECUTIVE VICE PRESIDENT, DIRECTOR2627931
SCHMIDT, DAVID MARTINTREASURER, FINANCIAL AND OPERATIONS PRINCIPAL5675524

Disclosures


Regulatory Event58
Arbitration27
Bond5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SECURITIES AMERICA, INC.

CRD#: 10205

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