Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Anders is a financial professional with over 30 years of experience in the industry. Gerald is currently registered with UBS Financial Services Inc. in Vero Beach, Florida. Gerald has previously worked at other firms including WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, RAYMOND JAMES & ASSOCIATES, INC., and MARINA SECURITIES, INC. Gerald holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam.
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.
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.
See schedule d - miscellaneous
1
2
FL
09/18/2015 - Present
UBS Financial Services Inc. (VERO BEACH FL)
FL
07/25/2008 - 09/24/2015
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
01/05/2001 - 08/08/2008
UBS FINANCIAL SERVICES INC. (VERO BEACH FL)
NY
09/19/1995 - 01/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
05/04/1992 - 09/06/1995
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
GA
09/25/1991 - 05/20/1992
MARINA SECURITIES, INC. (NORCROSS GA)
IA
Issued 01/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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