Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Fiess is an Investment Advisor Representative with Ventura Wealth Management. Gerald has been in the industry since May 2011. Gerald holds a Series 65 license and has been registered with the state of Pennsylvania since June 2021.
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.
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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PA
06/26/2021 - Present
Ventura Wealth Management (YARDLEY PA)
IA
Issued 06/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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