Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Thomas Peden is a financial advisor with Raymond James Financial Services Advisors, Inc. Gerald has over 20 years of experience in the financial services industry. Gerald is registered with the state of Delaware and has several other state registrations in addition to his Series 7, Series 63 and Series 65 licenses. Gerald specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and small businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
DE
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GEORGETOWN DE)
MD
03/06/2002 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ELKTON MD)
PA
07/05/2000 - 03/04/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
IA
Issued 05/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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