Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Davila diaz is a financial professional registered with Charles Schwab & Co., Inc.. Gerardo is licensed to provide financial advice in 51 states and the District of Columbia. Gerardo is also a registered representative with FINRA. Gerardo has been in the financial industry since April 24, 2024. Gerardo is a Series 63, Series 7TO, and SIE licensed advisor and has passed all required examinations.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/25/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 06/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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