Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Dougherty is a financial advisor at Creativeone Wealth, LLC. Gerard has been in the financial services industry since 1992. Gerard has a Series 6, 7, 24, 53, and 63 license, as well as a Series 65 license. Gerard is registered with the state of Florida and Massachusetts. Gerard provides a variety of financial services to individuals, high net worth individuals, investment companies, charitable organizations, and corporations. Gerard specializes in investments, financial planning, insurance, and estate planning. Gerard has extensive experience in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
10/24/2017 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
MA
02/14/2013 - 01/20/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (DEDHAM MA)
MA
08/16/2011 - 01/31/2013
AXA ADVISORS, LLC (WELLESLEY MA)
NH
05/05/2011 - 08/15/2011
PARK AVENUE SECURITIES LLC (NASHUA NH)
MA
12/14/2006 - 12/21/2010
HORNOR, TOWNSEND & KENT, INC. (BOSTON MA)
MA
06/01/2005 - 11/21/2006
AXA ADVISORS, LLC (WELLESLEY MA)
NY
12/09/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
08/06/1998 - 07/29/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/06/1998 - 07/29/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
VT
10/12/1994 - 07/07/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
03/07/1994 - 08/15/1994
MONY SECURITIES CORP. (NEW YORK NY)
OH
02/11/1992 - 02/01/1994
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 10/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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