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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Gerbig is a financial advisor with Cetera Investment Advisers LLC. Chad has been in the industry since 2018. Chad is registered in New York and has passed the Series 6, 7, 24, 26, and 63 exams. Chad has experience with a variety of financial products and services, including portfolio management for businesses and individuals, financial planning, and pension consulting. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission. The firm manages over $100 billion in assets for a variety of clients, including individuals, families, businesses, and institutions.
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.
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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NY
11/16/2024 - Present
Cetera Investment Advisers LLC (HONEOYE FALLS NY)
NY
07/06/2021 - 05/17/2024
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
02/03/2020 - 05/26/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
MA
01/24/2018 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (WOBURN MA)
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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