Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerry? Claim Your ProfileGerry Oconnell is an Investment Advisor Representative at Bakeravenue. Gerry is registered with the state of California. Gerry has been in the financial services industry since 1996.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/19/2020 - Present
Bakeravenue (SAN FRANCISCO CA)
NY
05/29/1996 - 10/23/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
IA
Issued 06/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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