Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Jarrett Gatling is a financial advisor with Captrust, a firm based in Raleigh, NC. Fred has been working in the financial services industry for a number of years, and has experience providing advice to individuals, corporations, and institutions. Fred is a Registered Investment Advisor and holds the Series 63, Series 65, Series 7, and SIE exams. Fred is also a member of the Amway Global sales network. Fred is committed to providing clients with personalized financial planning and investment management services to help them achieve their goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
09/05/2024 - Present
Captrust (Tampa FL)
PA
12/05/2019 - 03/25/2022
PACER FINANCIAL, INC. (MALVERN PA)
FL
10/22/2015 - 11/19/2019
VAN ECK SECURITIES CORPORATION (TAMPA FL)
IA
Issued 04/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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