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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Kalish is an investment advisor representative with Global Retirement Partners LLC in San Rafael, California. Gerald has been in the industry since 1996 and has experience in financial planning, portfolio management, and pension consulting. Gerald is also an owner of National Benefit Services, Inc., a company that is not investment related. Gerald is licensed in Illinois and has a Series 7, Series 24, Series 62, and Series 63. Gerald can advise on a variety of investment products and services, including but not limited to stocks, bonds, mutual funds, and exchange-traded funds.
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.
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.
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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CA
11/06/2018 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
AZ
03/30/2001 - 02/04/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 09/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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