Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ehud? Claim Your ProfileEhud Gersten is an investment advisor representative with over 4 years of experience in the industry. Ehud Gersten is currently registered with Arkadios Wealth Advisors and has been with the firm since July 2023. Prior to joining Arkadios Wealth Advisors, Ehud Gersten worked at Emerson Equity LLC, Growth Capital Services, Inc., WealthForge Securities, LLC, Stax Capital, and LightPath Capital, Inc. Ehud Gersten holds the Series 3, Series 7TO, Series 63, and Series 66 licenses. Ehud Gersten is a Managing Partner at Perch Wealth, a DBA under which office expenses are paid.
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.
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2
FL
07/19/2023 - Present
Arkadios Wealth Advisors (Sunny Isles Beach FL)
FL
03/01/2021 - 07/21/2023
EMERSON EQUITY LLC (West Palm Beach FL)
CA
07/23/2020 - 02/19/2021
GROWTH CAPITAL SERVICES, INC. (La Jolla CA)
CA
02/26/2020 - 07/28/2020
WEALTHFORGE SECURITIES, LLC (La Jolla CA)
CA
08/19/2019 - 02/19/2020
STAX CAPITAL (SAN DIEGO CA)
TX
03/07/2019 - 08/17/2019
LIGHTPATH CAPITAL, INC (SOUTHLAKE TX)
BOTH
Issued 03/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2022
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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