Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Wilson is a financial professional with over 20 years of experience in the financial services industry. Gerald currently holds his Series 7, 99TO, and SIE licenses and is registered with Fidelity Brokerage Services LLC. Gerald has been with Fidelity Brokerage Services LLC since 2021 and was previously employed with National Financial Services LLC and BANCBOSTON ROBERTSON STEPHENS INC.
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.
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.
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RI
10/26/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
12/03/1997 - 12/15/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 99TO - Operations Professional Examination
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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