Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Robert Gerlach is an investment advisor representative with Stifel, Nicolaus & Company, Inc. based in WESTLAKE, OH. Henry has been in the financial industry since 1982 and has extensive experience. Henry is registered with the state of Ohio and Texas. Henry is also a registered representative with Stifel, Nicolaus & Company, Inc. Henry specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.
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
OH
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (WESTLAKE OH)
OH
01/01/2008 - 12/17/2009
WELLS FARGO ADVISORS, LLC (WESTLAKE OH)
OH
03/31/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WESTLAKE OH)
NA
03/02/1982 - 02/16/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 04/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
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
Not sure Henry Gerlach is the right advisor for you? Invested Better is here to help.
