Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Bessette is a financial advisor who has been in the industry for 8 years. Gerard is currently registered with Fidelity Personal And Workplace Advisors. Gerard has experience working with clients of all ages and income levels, and is passionate about helping people achieve their financial goals. Gerard is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/15/2019 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
06/02/2017 - 04/01/2019
TD AMERITRADE, INC. (CAMPBELL CA)
CA
11/30/2016 - 04/28/2017
HORNOR, TOWNSEND & KENT, INC. (REDWOOD SHORES CA)
CA
04/01/2016 - 09/01/2016
CUSO FINANCIAL SERVICES, L.P. (SAN JOSE CA)
CA
10/16/2014 - 04/08/2016
AXA ADVISORS, LLC (SAN MATEO CA)
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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