Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Patrick Pernot is a registered Investment Advisor Representative with Onedigital Investment Advisors. Gerard has been in the financial industry for over 35 years and has a wealth of experience advising individuals, families, and businesses on their financial planning needs. Gerard has a strong background in retirement planning, portfolio management, and investment management. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Gerard currently holds Series 6, 7, 26, 63, and 65 licenses. Previous employers include CUNA Brokerage Services, Inc., Diversified Investors Securities Corp., Buck Kwasha Securities LLC, GBS Retirement Services, Inc., Prudential Investment Management Services LLC, Prudential Retirement Services, Inc., and Prudential Asset Management Company Securities Corporation.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/21/2022 - Present
Onedigital Investment Advisors (Red Bank NJ)
IA
10/09/2008 - 07/29/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
01/31/2007 - 09/08/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NJ
09/08/2006 - 10/10/2006
BUCK KWASHA SECURITIES LLC (FLORHAM PARK NJ)
NY
12/03/2003 - 09/10/2004
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
IL
03/31/2000 - 06/12/2002
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
NJ
01/01/1997 - 03/07/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
05/01/1993 - 01/01/1997
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
NJ
06/01/1992 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
NJ
01/26/1989 - 06/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/23/1988 - 03/28/1989
BHC SECURITIES, INC.
NA
07/13/1987 - 04/28/1988
A. F. INVESTMENTS, INC.
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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