Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerri? Claim Your ProfileGerri Moll is a financial professional with over 20 years of experience in the industry. Gerri Moll currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Gerri Moll is registered with the state of Florida and is a Registered Representative and Investment Advisor Representative. Gerri Moll is also a member of the board of directors for Children’s Trust and is a trustee for NCH Healthcare. Gerri Moll has held prior roles with BANC of America Investment Services, INC. and Bank of America, N.A.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
03/13/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
BOTH
Issued 12/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/15/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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