Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Robert Gerhard is an investment advisor representative at Trivium Point Advisory, LLC in Westport, CT. George has been in the financial services industry since 2005. He specializes in providing financial planning and investment advice to individuals and businesses. George holds Series 6, 7, 63, and 65 licenses. George previously worked at MSI Financial Services, Inc., New England Securities, and Metropolitan Life Insurance Company. George is also registered as an investment advisor representative in multiple states.
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.
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
CT
12/15/2023 - Present
Trivium Point Advisory, LLC (WESTPORT CT)
NY
03/25/2017 - 09/30/2020
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
01/19/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MIDDLETOWN NY)
NY
11/12/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
CT
01/19/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure George Gerhard is the right advisor for you? Invested Better is here to help.
