Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard J Mehan is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Gerard has over 30 years of experience in the financial services industry and is registered with the Securities and Exchange Commission (SEC) and FINRA. Gerard holds Series 6, 7, 63, and 66 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Gerard was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., Quick & Reilly, Inc., Primevest Financial Services, Inc., CompuLife Investor Services, Inc., Conseco Securities, Inc., FISCO Equity, Inc., Independent Financial Securities, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
NY
04/12/2019 - Present
Wells Fargo Clearing Services, LLC (SARATOGA SPRINGS NY)
NY
10/23/2009 - 04/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LATHAM NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)
NY
01/22/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MN
06/06/2001 - 01/14/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/20/2000 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IN
03/18/1999 - 06/28/2000
CONSECO SECURITIES, INC. (CARMEL IN)
RI
08/08/1997 - 03/23/1999
FISCO EQUITY, INC. (LINCOLN RI)
NA
06/14/1996 - 08/26/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
12/08/1992 - 06/11/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/08/1992 - 06/11/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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