Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Dahlander is a financial advisor with over 28 years of experience in the financial services industry. Gerald currently works at Rockefeller Financial LLC and is registered to provide investment advice in Texas. Gerald has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Williams, Buchanan & Company, Inc. in the past. Gerald is also a Director/Board Member of the Corporation of the Episcopal Diocese of Dallas, which focuses on providing financial oversight for churches and missions.
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
TX
05/29/2020 - Present
Rockefeller Financial LLC (Dallas TX)
TX
04/07/1994 - 06/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/27/1993 - 05/04/1994
WILLIAMS, BUCHANAN & COMPANY, INC. (DALLAS TX)
IA
Issued 01/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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