Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Gerlach is a financial advisor with Robertson Stephens. Graham has been working in the financial industry since 1998. Graham is registered with the state of Colorado and Pennsylvania and holds multiple licenses including Series 6, Series 7, Series 63, and Series 65. Graham is a Certified Financial Planner and specializes in retirement planning, investment management, and financial planning. Graham also works with Ratio Wealth Group LLC, an independent licensed insurance agent. Graham is committed to helping clients achieve their financial goals.
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.
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.
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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2
PA
08/07/2024 - Present
Robertson Stephens (Sewickley PA)
CO
08/17/2020 - 04/19/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
12/19/2014 - 12/11/2019
MML INVESTORS SERVICES, LLC (Denver CO)
CO
11/25/1998 - 12/24/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
WI
11/25/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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