Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard De Labry is a financial advisor with over 15 years of experience in the industry. Gerard is currently registered with USI Advisors, a firm with 30 licensed agents and 71 investment advisor representatives. Gerard has a strong background in securities and investment management and has been a registered representative since 2004. Gerard’s experience spans multiple organizations including ING Investments Distributor, LLC and ING Investment Management Services LLC. Gerard has a wide range of expertise in financial planning, investment management and consulting. Gerard has extensive experience working with a variety of client types including banking institutions, corporations, charitable organizations and pension plans. Gerard is committed to providing his clients with personalized financial advice and services tailored to their individual needs and goals.
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.
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.
Seminars and consultations
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
CT
02/20/2014 - Present
USI Advisors (GLASTONBURY CT)
CT
08/16/2010 - 02/26/2013
ING INVESTMENTS DISTRIBUTOR, LLC (HARTFORD CT)
CT
01/01/2005 - 08/16/2010
ING INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
BOTH
Issued 02/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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