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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Francis Clunan is an active Investment Advisor Representative with Hershey Financial Advisers, LLC. Gerard has been in the industry for over 22 years and holds licenses in Florida, North Carolina, Pennsylvania, and Texas. He is a Series 6, 63, 65, 26, 99TO and SIE licensed advisor. His firm manages more than $123 million in assets for 1,023 clients. Previous to Hershey Financial Advisers, LLC, Gerard was employed with LEIGH BALDWIN & CO., LLC for more than 20 years. Gerard provides financial planning, portfolio management, and selection of other advisors services to clients.
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.
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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2
PA
09/01/2010 - Present
Hershey Financial Advisers, LLC (LANCASTER PA)
PA
10/30/2001 - 08/18/2023
LEIGH BALDWIN & CO., LLC (LANCASTER PA)
LA
04/21/1999 - 10/24/2001
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 12/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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