Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard McCarren is a financial advisor registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Gerard is a highly experienced financial advisor with over 20 years of experience in the industry. Gerard has a strong track record of providing financial advice and wealth management services to individuals, families, and businesses. Gerard is committed to providing personalized financial advice that is tailored to the specific needs of each client. Gerard holds the Series 6, Series 63, and Series 99TO licenses. Gerard specializes in financial planning, portfolio management, and retirement planning. Gerard works with a variety of client types, including individuals, families, businesses, and charitable organizations.
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.
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.
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2
AZ
09/20/2011 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
09/19/2005 - 11/04/2010
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
08/11/2004 - 09/19/2005
PERSHING LLC (JERSEY CITY NJ)
AZ
07/14/2000 - 08/23/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
10/05/1999 - 06/08/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/05/1999 - 06/08/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/01/1999 - 09/03/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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