Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Sheridan is an Investment Advisor Representative registered with Redwood Private Wealth, an independent Registered Investment Advisor firm with offices in San Jose, CA and Phoenix, AZ. Gerald is also a licensed life insurance agent. Gerald has over 10 years of experience in the financial services industry. He holds Series 6, 7, 63 and 65 licenses. Gerald's areas of expertise include financial planning, portfolio management, and retirement planning. He specializes in working with high net worth individuals, individuals other than high-net-worth, and corporations. Gerald has a strong commitment to providing personalized financial advice to his clients. He believes in building long-term relationships with his clients based on trust and mutual respect.
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.
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
CA
01/01/2025 - Present
Redwood Private Wealth (San Jose CA)
CA
08/19/2011 - 04/17/2013
SECURITIES SERVICE NETWORK, INC. (PALO ALTO CA)
CA
02/25/2010 - 07/27/2011
FINANCIAL TELESIS INC (SAN JOSE CA)
CA
08/12/2005 - 02/02/2010
ROYAL ALLIANCE ASSOCIATES, INC. (CAMPBELL CA)
GA
06/24/2005 - 08/15/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 07/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gerald Sheridan is the right advisor for you? Invested Better is here to help.
