Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Louis Berardi is a registered representative with Planmember Securities Corp. Gerard has been in the securities industry since 2001 and is licensed in several states. Gerard is also a registered investment advisor representative in Oregon and offers a range of services including financial planning, pension consulting and portfolio management for individuals and businesses. Gerard is also a partner in G&B 24 Clack LLC, a real estate holding company, and owns CFS Tax Service, a tax preparation firm.
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.
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.
Provides investment supervisory services
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
CA
10/27/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
OR
09/12/2002 - 10/22/2020
KMS FINANCIAL SERVICES, INC. (TIGARD OR)
MN
10/12/2001 - 09/19/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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