Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Donovan is a financial professional with over 29 years of experience in the financial services industry. Gerald is currently registered with Northwestern Mutual Investment Services, LLC and has been with them since April 2011. Gerald holds the Series 6, 7, 63, and 65 licenses. Gerald has previously been registered with Robert W. Baird & Co. Incorporated and has been a registered representative in several states.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MA
04/14/2011 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
WI
01/17/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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