Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Anne Gerst is an active investment advisor representative at Lido. Catherine has over 30 years of experience in the financial services industry. Catherine has previously worked at UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Securities Inc., and Dean Witter Reynolds Inc. Catherine holds Series 63, 65, 7, 24, and 53 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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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CA
01/22/2025 - Present
Lido (Los Angeles CA)
CA
02/20/2009 - 12/11/2017
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
05/27/1998 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
02/25/1989 - 04/06/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
11/25/1987 - 03/11/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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