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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Wayne Fuller is a financial advisor with Stifel, Nicolaus & Company, Inc. Gerald is a registered representative in Georgia, and a registered representative and investment advisor representative in Texas. Gerald is licensed to offer securities and investment advisory services in 39 states and Washington, D.C. Gerald has been a registered representative since March 1998, and a registered investment advisor since April 2005. Gerald has a wide range of experience in the financial services industry, including experience with investment clubs, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Gerald is committed to providing his clients with the highest quality of financial advice and service.
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.
1
2
GA
11/03/2017 - Present
Stifel, Nicolaus & Company, Inc. (AUGUSTA GA)
GA
06/15/2006 - 10/29/2014
WELLS FARGO ADVISORS, LLC (AUGUSTA GA)
SC
04/05/2005 - 06/09/2006
CUNA BROKERAGE SERVICES, INC. (AIKEN SC)
NY
10/01/1999 - 06/02/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OR
01/28/1999 - 10/01/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MN
03/25/1998 - 01/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1998 - 01/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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