Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Morda is an investment advisor representative with LPL Financial LLC. He has been in the industry since 1992 and holds a Series 63, Series 24, SIE, and Series 7 license. He is registered in 14 states. Gerard has worked with LPL Financial LLC since 2015. Prior to that, he worked at SUMMIT BROKERAGE SERVICES, INC. and FINANCIAL NETWORK INVESTMENT 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.
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.
Consulting and other non-discretionary advisory services
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
FL
04/28/2015 - Present
LPL Financial LLC (NAPLES FL)
FL
08/27/2013 - 05/11/2015
SUMMIT BROKERAGE SERVICES, INC. (Temple Terrace FL)
FL
03/02/1998 - 09/19/2013
LPL FINANCIAL LLC (HEATHROW FL)
CA
06/30/1995 - 03/10/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
10/26/1992 - 07/12/1995
ZWEIG SECURITIES CORP. (HARTFORD CT)
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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