Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Denegre is a financial advisor with Morgan Stanley, a leading global financial services firm. Gerard has over 20 years of experience in the financial industry, providing investment advice and financial planning services to individuals, families, and institutions. Gerard is committed to providing his clients with personalized financial solutions that meet their unique needs and goals. He is a dedicated and experienced financial advisor with a proven track record of success.
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
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
NJ
11/09/2021 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
CT
10/05/2018 - 09/17/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVERSIDE CT)
NY
03/18/2015 - 01/10/2017
BENJAMIN & JEROLD BROKERAGE I, LLC (NEW YORK NY)
NY
07/08/2013 - 10/21/2014
AST INVESTOR SERVICES LLC (NEW YORK NY)
NY
09/19/2011 - 11/21/2011
AST INVESTOR SERVICES LLC (NEW YORK NY)
CT
05/06/2008 - 07/30/2009
NEXT FINANCIAL GROUP, INC. (ORANGE CT)
NY
10/12/2004 - 05/31/2006
LABRANCHE & CO. LLC (NEW YORK NY)
NY
12/16/2002 - 05/05/2004
CDC SECURITIES (NEW YORK NY)
CA
09/01/1998 - 07/26/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
04/09/1991 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
IA
Issued 04/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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