Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Fershtman has been an active investment advisor since 1994 and is currently registered with Maxim Financial Advisors LLC. He has extensive experience in the financial industry, having held positions at several prominent firms including Investec Ernst & Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Gerald is registered in multiple states, including New York, New Jersey, California, and Florida. He specializes in providing portfolio management services to individuals and 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/07/2021 - Present
Maxim Financial Advisors LLC (Woodbury NY)
NY
11/13/2000 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
10/26/1998 - 11/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/08/1997 - 10/29/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/22/1997 - 10/15/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
09/21/1994 - 04/25/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 05/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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