Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Goss is a financial advisor with over 50 years of experience in the industry. Gerald currently works with Newedge Advisors and is registered in 55 jurisdictions. Gerald also has prior experience with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc. and Southwestern Management & Research Corporation.
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.
A percentage of the total value of assets under management is charged.
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2
LA
06/24/2014 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
12/07/2012 - 06/23/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BATON ROUGE LA)
LA
01/01/2008 - 12/07/2012
WELLS FARGO ADVISORS, LLC (BATON ROUGE LA)
LA
09/08/1980 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BATON ROUGE LA)
NA
10/24/1972 - 10/07/1980
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
IA
Issued 06/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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