Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Berman is a financial advisor registered with Oppenheimer & Co. Inc., based in Fort Lauderdale, Florida. Gerald has been a registered financial advisor since 1982. He has worked with several financial firms over the years, including Janney Montgomery Scott LLC, Advest, Inc. and Gruntal & Co. Incorporated. Gerald holds several certifications, including Series 7 and SIE, and is registered in several states, including Florida, Texas, New York, California, Idaho, Massachusetts, Michigan, Nevada, North Carolina, Pennsylvania, South Carolina, Tennessee and Washington. Gerald has a wide range of experience in financial advising and is knowledgeable in a variety of areas, including portfolio management, financial planning, and pension consulting. He has a proven track record of providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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.
Earned based on transactions or products sold.
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.
1
2
FL
04/20/2017 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
FL
12/02/2005 - 02/11/2013
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
CT
09/23/1994 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
NY
10/01/1985 - 09/23/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
10/20/1982 - 10/01/1985
HERZFELD & STERN INC.
BC
Issued 06/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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