Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geri? Claim Your ProfileGeri Herro is a financial advisor with over 11 years of experience. Geri is currently registered with Guggenheim Investments in Chicago and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Geri is a Series 66 and Series 7 licensed professional. Geri specializes in providing portfolio management for investment companies and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IL
09/08/2015 - Present
Guggenheim Investments (CHICAGO IL)
WI
01/01/2014 - 08/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
BOTH
Issued 02/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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