Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Schitea is an investment advisor representative with Fisher Investments. Gerald has been in the securities industry for over 30 years and has experience working with high-net-worth individuals, corporations, charitable organizations, insurance companies, pooled investment vehicles, and pension and profit-sharing plans. Gerald has passed the Series 7, Series 63, and Series 65 examinations and holds registrations in Alabama, Georgia, and Texas. Gerald's previous employers include Quasar Distributors, LLC, First Fund Distributors, Inc., Fidelity Brokerage Services, Inc., Paine Webber Incorporated, F.N. Wolf & Co., Inc., Shapiro, Carter & Company, Inc., Shearson Lehman Hutton Inc., and Bear, Stearns & Co. Inc. Prior to joining Fisher Investments in 1998, Gerald worked at various firms in a variety of roles including financial advisor, investment advisor representative, and registered representative. Gerald's areas of specialization include portfolio management for individuals, corporations, pooled investment vehicles, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/07/2022 - Present
Fisher Investments (PLANO TX)
ME
10/04/2001 - 11/05/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
10/13/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
AZ
08/28/1998 - 10/30/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
RI
10/18/1993 - 08/19/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
12/14/1992 - 09/22/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/16/1991 - 12/24/1992
F.N. WOLF & CO., INC.
NA
07/12/1990 - 10/10/1990
SHAPIRO, CARTER & COMPANY, INC.
NY
12/19/1989 - 07/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
05/09/1989 - 11/29/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 08/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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