Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Arnold roland Wiener is a registered representative with Yosemite Execution Partners Inc., a firm based in Lafayette, CA. Wiener has a Series 63, Series 79 and SIE license. Wiener is also a registered representative with the state of California. Wiener joined Yosemite Execution Partners Inc. on 8/10/2016. Prior to that Wiener worked at KEMA PARTNERS LLC from 5/26/2010 to 3/28/2014.
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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2
CA
08/10/2016 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
CA
05/26/2010 - 03/28/2014
KEMA PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 06/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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