Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Joseph Robillard is a financial advisor at Virtue Capital Management, LLC. Gerald has been in the industry since 1982 and is a registered representative. He is licensed to provide financial advice in Massachusetts. He is a Series 7, 6, 22, 63, and 24 licensed advisor and has a Series SIE license. Gerald also has experience with Moors & Cabot, Inc., LPL Financial LLC, LINSCO Financial Group, Inc., and MHA FINANCIAL CORP. Gerald's firm provides financial planning, portfolio management for individuals, educational seminars and other services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
12/15/2020 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
MA
04/15/2013 - 01/12/2015
MOORS & CABOT, INC. (NORWELL MA)
MA
12/16/1989 - 04/24/2013
LPL FINANCIAL LLC (PLYMOUTH MA)
NA
10/25/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
05/27/1982 - 10/28/1985
MHA FINANCIAL CORP
BC
Issued 06/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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