Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Francis Pfeifer is a financial professional with over 30 years of experience in the industry. Gerald is currently registered with Sunstreet Securities, LLC, and has been with the firm since October 2013. Prior to that, Gerald was with MML Investors Services, LLC for over 20 years. Gerald holds the Series 6 and SIE licenses and is registered in Florida and Maryland. Gerald specializes in providing financial planning and portfolio management services for individuals and high net worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees from tpas
1
2
MD
10/10/2013 - Present
Sunstreet Securities, LLC (TOWSON MD)
MD
04/06/1992 - 06/07/2013
MML INVESTORS SERVICES, LLC (TOWSON MD)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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