Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald J. Giesenschlag is a financial advisor at Edward Jones. Gerald has been working in the financial services industry for over 7 years and holds a Series 66 license along with the SIE and Series 7 exams. Gerald is registered with FINRA and the state of Texas. Gerald also holds the Certified Financial Planner designation. Gerald is based in Franklin, Texas. Gerald specializes in helping individuals, businesses, and institutions with their financial planning needs. Gerald’s clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, partnerships, investment clubs and limited liability companies, pension and profit-sharing plans and charitable organizations. Gerald provides financial planning, portfolio management, and selection of other advisors services to his clients. Gerald has a history of working at other organizations including Producers Coop, Taylored Ideas, and G6 Ranch. Gerald is also a partner in a property holding company called Giesenschlag Family Partner.
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.
See schedule d - miscellaneous
1
2
TX
10/28/2016 - Present
Edward Jones (FRANKLIN TX)
BOTH
Issued 08/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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