Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Henshaw is a financial advisor registered with Morgan Stanley. Gerald has been in the industry since 1987 and holds the Series 7 and Series 63 licenses as well as the Securities Industry Essentials Examination. Gerald's experience includes previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Oppenheimer & Co., Inc., Tucker Anthony Incorporated, Kirlin Securities Inc. and Investors Center, Inc. Gerald specializes in providing financial advice to individuals, families, and institutions, including businesses, investment companies, insurance companies, charitable organizations, and pension plans.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
04/17/2023 - Present
Morgan Stanley (New York NY)
NY
09/01/2005 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/07/1997 - 09/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/07/1994 - 10/09/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
MA
05/15/1989 - 11/17/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
03/14/1989 - 05/18/1989
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/06/1987 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NA
09/22/1987 - 11/05/1987
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
BC
Issued 10/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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