Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Salvotore Dipietro is a financial professional with over 25 years of experience in the industry. Gerard is currently registered with PFS Investments Inc. as a Registered Representative. Gerard has a strong track record of providing investment advice and portfolio management services to a diverse clientele. Gerard specializes in portfolio management for individuals. Gerard holds a Series 63 license and a Series 26 license. Gerard has been registered with the state of Massachusetts since October 10, 1995 and the state of New Hampshire since July 22, 1997.
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.
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.
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2
MA
10/10/1995 - Present
PFS Investments Inc. (CHARLESTOWN MA)
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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