Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerhard? Claim Your ProfileGerhard Renner is a financial professional with over seven years of experience in the financial services industry. He has held positions with Charles Towne Securities, LLC and Tobin & Company Securities LLC, prior to joining Finalis Securities LLC. His expertise lies in providing financial guidance and investment services to clients. Gerhard is registered with FINRA and holds the Series 79, Series 63 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.
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.
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2
NY
11/12/2023 - Present
Finalis Securities LLC (New York NY)
SC
05/24/2017 - 12/01/2021
CHARLES TOWNE SECURITIES, LLC (CHARLESTON SC)
NC
05/20/2014 - 11/02/2016
TOBIN & COMPANY SECURITIES LLC (CHARLOTTE NC)
BC
Issued 03/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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