Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Gerber has been active in the financial industry since July 4, 1979. Guy is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc and Bateman Eichler, Hill Richards, Incorporated. Guy is registered as an investment advisor and a broker-dealer in 22 states and holds the Series 7, Series 63, Series 65 and SIE licenses. Guy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
11/25/2013 - Present
Stifel, Nicolaus & Company, Inc. (COEUR D'ALENE ID)
ID
06/01/2009 - 06/04/2013
MORGAN STANLEY (COEUR D'ALENE ID)
ID
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/29/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
07/05/1979 - 01/22/1982
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 01/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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