Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Friedrich is an Investment Advisor Representative with PFS Investments Inc., a company that provides financial services, including investment advice and wealth management. Gerard has been in the financial industry since 2013. Gerard is registered with the state of Connecticut and South Carolina as a Registered Representative. Gerard also holds the Series 63, Series 65, and Series 6 licenses, as well as the Securities Industry Essentials Examination. Gerard has a diverse background in financial services, working with individuals, businesses, and charitable organizations. Gerard's expertise includes portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
01/06/2024 - Present
PFS Investments Inc. (BETHEL CT)
IA
Issued 05/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerard Friedrich is the right advisor for you? Invested Better is here to help.
