Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geralyn? Claim Your ProfileGeralyn Pijut Schroth is a financial advisor who has been in the industry since 1984. Currently, Geralyn Pijut Schroth is registered with Morgan Stanley. Geralyn Pijut Schroth is a licensed representative of Morgan Stanley and has a current Series 63, 65 and SIE license. Geralyn Pijut Schroth previously worked with Legg Mason Wood Walker, Incorporated, Legg Mason MASTEN INC. and CITIGROUP GLOBAL MARKETS INC. Geralyn Pijut Schroth has experience working with a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Geralyn Pijut Schroth's expertise is in providing financial planning, asset allocation advice, and portfolio management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
02/19/2020 - Present
Morgan Stanley (Lutherville MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
03/08/1984 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Geralyn Schroth is the right advisor for you? Invested Better is here to help.
