Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerti? Claim Your ProfileGerti Beta is a financial advisor at Wells Fargo Advisors Financial Network, LLC, registered in Missouri. Gerti is also registered with Wells Fargo Clearing Services, LLC. Gerti has been in the industry since 2009 and has worked at both Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Gerti offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
MO
10/11/2017 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BOTH
Issued 10/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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