Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerilyn? Claim Your ProfileGerilyn Denny is an investment advisor representative with Morgan Stanley. Gerilyn is also an Investment Advisor Representative in Texas. Gerilyn has been in the securities industry for 32 years and is licensed to provide investment advice in 30 states, with a focus on working with high net worth individuals, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Gerilyn has been with Morgan Stanley since 2016. Prior to that, Gerilyn worked at several other firms, including DISCERN SECURITIES, INC., AURIGA USA, LLC, JMP SECURITIES LLC, BRAD PEERY INC., JOSEPHTHAL LYON & ROSS INCORPORATED, and DEAN WITTER REYNOLDS 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
02/09/2016 - Present
Morgan Stanley (Seattle WA)
CA
11/03/2011 - 02/05/2014
DISCERN SECURITIES, INC. (SAN MATEO CA)
CA
01/08/2010 - 12/02/2010
AURIGA USA, LLC (SAN FRANCISCO CA)
CA
11/16/2001 - 11/19/2009
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
09/01/1997 - 08/10/2001
BRAD PEERY INC. (MILL VALLEY CA)
NY
01/18/1994 - 08/18/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
07/21/1983 - 01/01/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gerilyn Denny is the right advisor for you? Invested Better is here to help.
