Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Herrera moreno is a financial advisor with Piper Sandler & Co. and has been in the industry since November 8, 2023. Gerardo is registered with FINRA and holds the Series 86, Series 87, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
11/09/2023 - Present
Piper Sandler & Co. (PORTLAND OR)
BC
Issued 11/09/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/30/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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