Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerrard? Claim Your ProfileGerrard Raymond is a financial advisor with Schwab Wealth Advisory, Inc. Gerrard is registered with both FINRA and the Securities and Exchange Commission (SEC) and holds Series 7, 63 and 66 licenses. Gerrard has been working in the financial industry since 2015. The advisor has a total of 55 approved state registrations. Gerrard's primary office is located in Orlando, Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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