Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Martin is an Investment Advisor Representative at New York Life Investment Management LLC. Gerardo has been in the financial industry since December 2007. Gerardo has passed the Series 63 and Series 65 exams. Gerardo's registrations include Washington and Wisconsin. Gerardo is a registered representative of Wells Fargo Advisors, LLC, and Wells Fargo Clearing Services, LLC. Gerardo has previous experience at Wells Fargo Home Mortgage, Wells Fargo Advisors, LLC, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Wells Fargo Funds Distributor, LLC., Allspring Funds Distributor, LLC, and New York Life Investments.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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WA
09/10/2024 - Present
NEW York Life Investment Management LLC (Seattle WA)
Active
Inactive
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