Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Martin Pepper is a financial advisor with over 20 years of experience in the financial services industry. Gerald is a Registered Representative and Investment Advisor Representative with National Wealth Management Group, LLC, a Registered Investment Advisor with offices in Cincinnati, OH and Coconut Creek, FL. Gerald has worked in the financial services industry since 2000 and has held previous roles with WMA Securities, Inc. and World Group Securities, Inc. Gerald has also held positions with Alpina Tax and Accounting Services, LLC and Gerald M Pepper CPA LLC, which provide tax and accounting 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.
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.
Hourly consulting
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
OH
11/17/2017 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
FL
04/12/2002 - 06/02/2008
WORLD GROUP SECURITIES, INC. (TAMPA FL)
GA
05/25/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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