Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Andrew Wells is a Registered Representative and Investment Advisor Representative with Alexander Investment Services Co. in Louisville, Kentucky. Gerald Wells has been in the securities industry since April 1981. He holds a Series 63 license from the state of Kentucky and Series 7, Series 24, Series 27, Series 99TO, and SIE licenses from FINRA. Gerald Wells previously worked at THOMSON MCKINNON SECURITIES INC. in Louisville, Kentucky. Gerald Andrew Wells has specializations in Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
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
KY
04/19/2022 - Present
Alexander Investment Services Co. (LOUISVILLE KY)
NA
03/23/1981 - 04/05/1983
THOMSON MCKINNON SECURITIES INC.
BC
Issued 04/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/03/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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