Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Vincent Panetta is a registered representative with First Command Advisory Services. Gerardo has been in the industry since 2008 and has Series 6, 63 and 65 securities licenses. Gerardo has also earned the SIE designation. Gerardo provides financial planning and portfolio management services to individual and corporate clients. Gerardo's experience includes serving as a financial advisor at First Command Financial Services, Inc. and First Command Financial Planning, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 01/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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