Unclaimed
Gerren Tyler Fung is an investment banking professional with over 8 years of experience. Gerren is registered with North Point Mergers And Acquisitions, Inc. and is a Series 79 and Series 63 licensed representative. Gerren previously worked at McLean Securities, LLC in McLean, Virginia. Gerren specializes in providing investment banking services and has a deep understanding of the financial markets.
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
CA
08/07/2020 - Present
North Point Mergers AND Acquisitions, Inc. (SAN FRANCISCO CA)
VA
05/12/2015 - 06/11/2020
MCLEAN SECURITIES, LLC (MCLEAN VA)
BC
Issued 10/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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