Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thomas Gerdt is a financial advisor with Van Der Noord Financial Advisors, Inc. located in Greer, SC. David Gerdt has been a registered investment advisor for 3 years and is currently licensed to provide financial advice in South Carolina. David Gerdt holds a Series 65 license and has a background in financial planning, portfolio management, and pension consulting.
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.
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.
1
2
SC
07/13/2016 - Present
VAN DER Noord Financial Advisors, Inc. (GREER SC)
IA
Issued 03/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Gerdt is the right advisor for you? Invested Better is here to help.
