Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Wayne Doerr is a financial advisor at Wells Fargo Clearing Services, LLC, located in Houston, Texas. Gerald has been in the financial services industry since 1998. He holds Series 7, 63, and 65 licenses and the SIE exam. Previously, Gerald was a registered representative for J.P. Morgan Securities LLC and Chase Investment Services Corp. Gerald also has experience with Cullum & Burks Securities, Inc., Raymond James & Associates, Inc., and Stanford Group Company. Gerald specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and 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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
06/02/2017 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
10/01/2012 - 06/06/2017
J.P. MORGAN SECURITIES LLC (PASADENA TX)
TX
03/11/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PASADENA TX)
TX
01/15/2004 - 03/18/2004
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
FL
10/28/1998 - 01/22/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
02/13/1998 - 09/29/1998
STANFORD GROUP COMPANY (HOUSTON TX)
NY
05/15/1996 - 02/10/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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