Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Fahey is an investment advisor representative at Wealth Enhancement Advisory Services, LLC, a firm with offices in Malvern, PA and Plymouth, MN. Gerald has been in the industry since 1999 and has a strong background in financial planning and portfolio management. Gerald has held previous positions at a number of other firms, including Purshe Kaplan Sterling Investments, New England Securities, LPL Financial LLC, Primevest Financial Services, Inc., and Infinex Investments, Inc. Gerald is a Certified Financial Planner and is registered to provide investment advice in Pennsylvania. Gerald specializes in working with individuals, high-net-worth individuals, and small businesses to create personalized financial plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
07/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (MALVERN PA)
PA
07/29/2013 - 08/04/2017
PURSHE KAPLAN STERLING INVESTMENTS (MALVERN PA)
PA
03/08/2012 - 06/21/2013
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
06/24/2011 - 03/08/2012
LPL FINANCIAL LLC (KENNETT SQUARE PA)
PA
01/02/2009 - 06/13/2011
PRIMEVEST FINANCIAL SERVICES, INC. (WEST CHESTER PA)
MA
07/10/2002 - 07/03/2008
INFINEX INVESTMENTS, INC. (ROSLINDALE MA)
NY
11/11/1999 - 06/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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