Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Szewcow is a financial advisor registered with PFS Investments Inc. Gerard has been in the financial services industry since June 1985. Gerard has a strong record of success serving clients. Gerard holds the Series 6, Series 26, and Series 63 licenses. Gerard is also a registered representative in Florida, New York, Ohio, Pennsylvania, South Carolina, Texas, and Utah. Gerard specializes in providing investment advice to individuals.
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.
1
2
PA
06/11/1985 - Present
PFS Investments Inc. (PITTSBURGH PA)
BC
Issued 03/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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