Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Bernhardt Hansen is a financial advisor with over 20 years of experience in the industry. Gerard Hansen is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Gerard Hansen has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 1998. Prior to this, Gerard Hansen was registered with THE DREYFUS SERVICE CORPORATION. Gerard Hansen holds a Series 63, Series 9, Series 10, SIE, and Series 7 licenses. Gerard Hansen specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Gerard Hansen is also a General Partner/Managing Member of SimBern, LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
01/17/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
04/20/1998 - 08/14/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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