Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldo? Claim Your ProfileGeraldo Balderrama is a registered Investment Advisor Representative with Fisher Investments. Geraldo has been in the financial industry for over a decade. Geraldo is licensed in Texas and holds the Series 6, 7, 63, 66 and SIE licenses. Before joining Fisher Investments, Geraldo worked with Charles Schwab & Co., Inc., J.P. Morgan Securities LLC and TIAA-CREF Individual & Institutional Services, LLC. Geraldo specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/09/2024 - Present
Fisher Investments (PLANO TX)
TX
12/02/2021 - 04/08/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/05/2021 - 10/05/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
10/19/2012 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/01/2012 - 10/05/2012
J.P. MORGAN SECURITIES LLC (MESQUITE TX)
TX
05/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESQUITE TX)
BOTH
Issued 12/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Geraldo Balderrama is the right advisor for you? Invested Better is here to help.
