Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Barkley is an investment advisor representative registered with RBC Capital Markets, LLC. Gerald Barkley is based out of the Pittsburgh office of RBC Capital Markets, LLC. Gerald Barkley joined RBC Capital Markets, LLC in August of 2017. Prior to joining RBC Capital Markets, LLC, Gerald Barkley was an investment advisor representative with JANNEY MONTGOMERY SCOTT LLC. Gerald Barkley has been active in the financial services industry since February 2001.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
PA
09/11/2017 - Present
RBC Capital Markets, LLC (PITTSBURGH PA)
PA
06/25/2005 - 09/05/2017
JANNEY MONTGOMERY SCOTT LLC (PITTSBURGH PA)
PA
06/30/2004 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
04/06/2001 - 07/16/2004
TICHE CAPITAL STRATEGIES LLC (PITTSBURGH PA)
CA
02/07/2001 - 04/06/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
BOTH
Issued 08/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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