Stephen Gentile
LPL Investment Professional, MBA, Certified Financial Fiduciary (CFF) series 7
- Role
- Investment Professional at Bay Financial Associates Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stephen Gentile
Stephen joined Bay Financial Associates in 2023 bringing 34 years of experience in…
Experience
Investment Professional
Mar 2023 — Present · Waltham, MA, US
Education
Bentley University
BS
Suffolk University - Sawyer Business School
MBA
Skills
- Alternative Investments
- Long-Term Care
- Investment Strategies
- Strategic Financial Planning
- Variable Annuities
- Wealth Management
- Asset Managment
- Risk Management
- Retirement Planning
- Term Life Insurance
- Life Insurance
- Strategic Planning
- Series 65
- Etfs
- Investment Management
- Series 6
- Financial Analysis
- Financial Services
- Financial Advisory
- Estate Planning
- Asset Management
- Wealth Management Services
- Finance
- Insurance
- Retirement
- Equities
- Mutual Funds
- Series 63
- Investment Advisory
- Fixed Income
- Securities
- Financial Planning
- 401k
- Disability Insurance
- Fixed Annuities
- Asset Allocation
- Investments
- Portfolio Management
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