Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Robert Freitag is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gerald is a registered representative with FINRA and a registered investment advisor in the state of New York. Gerald has been in the industry since 1984 and has held several positions with different firms. Gerald has a wide range of experience and expertise in providing investment advice to individual investors, institutions, and businesses. Gerald is committed to providing personalized, comprehensive financial planning services to help clients 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.
Investment consulting services to institutional clients
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.
1
2
NY
05/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
10/04/2006 - 02/01/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/16/2003 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NJ
12/03/1998 - 05/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IL
06/07/1994 - 12/22/1998
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
VA
05/01/1991 - 05/31/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
02/14/1991 - 04/22/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/24/1988 - 01/24/1991
GRIFFIN FINANCIAL SERVICES
NA
08/04/1988 - 10/17/1988
INVESTACORP, INC.
NA
03/12/1987 - 07/01/1988
PORTFOLIO EDGE SECURITIES, INC.
NA
02/18/1986 - 03/04/1987
INVESTACORP, INC.
NA
02/22/1983 - 12/05/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Freitag is the right advisor for you? Invested Better is here to help.
