Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gehret? Claim Your ProfileGehret Davis Shemeld is a financial advisor with Rockefeller Financial LLC. Gehret has over 40 years of experience in the financial services industry. Gehret is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor (IA) in several states. Gehret has passed numerous industry exams, including the Series 7, 24, 4, 52TO, 53, 63, 65, 72 and SIE. Gehret's previous employment includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., NationsSecurities, NationsBanc Securities, Inc., NationsBanc Capital Markets, Inc., Sovran Investment Corporation, ISFA Corporation, Thomson McKinnon Securities Inc. and Wheat, First Securities, Inc. Gehret's specializations include financial planning, portfolio management, pension consulting and selection of other advisors.
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.
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2
GA
10/11/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
VA
10/23/2009 - 09/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
01/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
04/07/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/01/1992 - 04/06/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
07/11/1990 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
WI
02/24/1989 - 10/03/1989
ISFA CORPORATION (APPLETON WI)
NA
05/09/1983 - 02/21/1989
THOMSON MCKINNON SECURITIES INC.
NA
11/27/1981 - 05/16/1983
WHEAT, FIRST SECURITIES, INC.
NA
12/19/1979 - 11/25/1981
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/1995
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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