Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Crisman Dewitt is a financial advisor currently registered with Cabot Lodge Securities LLC. Gerald has a background in the financial services industry, with experience at various firms. Gerald has been in the industry since October 20, 1999, and has a strong track record of providing financial advice. Gerald holds licenses for Series 63, Series 65, Series 7, and SIE. Gerald is registered in Virginia and has been a registered advisor since July 17, 2013.
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.
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.
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VA
07/12/2013 - Present
Cabot Lodge Securities LLC (LYNCHBURG VA)
VA
11/05/2012 - 07/16/2013
ALLIED BEACON PARTNERS, INC. (LYNCHBURG VA)
VA
07/20/2010 - 01/04/2011
INFINEX INVESTMENTS, INC. (LYNCHBURG VA)
VA
12/23/2009 - 07/21/2010
WATERFORD INVESTOR SERVICES, INC. (LYNCHBURG VA)
VA
11/01/2006 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (LYNCHBURG VA)
VA
10/01/2000 - 10/27/2006
WACHOVIA SECURITIES, LLC (BEDFORD VA)
NC
12/16/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/01/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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