Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Morency is a financial professional with over 14 years of experience in the financial services industry. Gerard currently works at J.p. Morgan Securities LLC in NEW YORK, NY and previously worked at CHASE INVESTMENT SERVICES CORP. in NEW YORK, NY. Gerard specializes in providing financial advice and services to a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Gerard is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses. Gerard is a dedicated professional with a strong commitment to providing excellent customer service.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/01/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerard Morency is the right advisor for you? Invested Better is here to help.
