Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Arne Weiner is a financial advisor with over 45 years of experience. Gerald has been registered with the Securities and Exchange Commission (SEC) since 1973 and has held licenses with several firms, including A G Becker & Co Inc, Becker Securities Incorporated, Oppenheimer & Co., Inc., J. David Securities, Inc., Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated. Gerald is currently employed with Morgan Stanley and is licensed to provide investment advice and services in multiple states across the US. Gerald holds Series 1, 3, 7TO, and SIE licenses. Gerald also holds Series 63 and 65 licenses. Gerald is a highly experienced and licensed professional who has dedicated his career to helping individuals and organizations reach their financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
IL
06/01/2009 - Present
Morgan Stanley (Chicago IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
03/12/1984 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NA
06/11/1983 - 03/02/1984
J. DAVID SECURITIES, INC.
NA
06/21/1978 - 06/03/1983
OPPENHEIMER & CO., INC.
NA
12/24/1974 - 06/30/1978
BECKER SECURITIES INCORPORATED
NA
09/07/1973 - 11/25/1975
A G BECKER & CO INC
IA
Issued 09/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/31/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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