Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gertrude? Claim Your ProfileGertrude Mary Piper is a financial advisor who has been in the industry for over 16 years. Gertrude Mary Piper is currently registered with Advisory Services Network, LLC and holds licenses in Louisiana and Texas. Prior to that, Gertrude Mary Piper worked with PROEQUITIES, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gertrude Mary Piper holds a Series 63 and 65 licenses. She is also a Certified Financial Planner. Gertrude Mary Piper specializes in working with high net worth individuals, corporations or other businesses, and pension and profit sharing plans.
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.
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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LA
03/23/2016 - Present
Advisory Services Network (St. Francisville LA)
LA
05/08/2015 - 04/08/2016
PROEQUITIES, INC. (SAIN FRANCISVILLE LA)
LA
04/27/2012 - 05/01/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
LA
10/17/2008 - 04/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
BC
Issued 11/07/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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