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Hope Cecile Gerban

Vanguard Advisers, Inc.

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About Hope Cecile Gerban

Hope Cecile Gerban is a financial advisor at Vanguard Advisers, Inc. with over 17 years of experience in the financial services industry. Hope is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 and Series 66 licenses. She previously worked at Vanguard Marketing Corporation and State Farm VP Management Corp. Hope specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides financial planning services and assists clients in selecting other advisors. Hope is registered with the state of Pennsylvania and Texas.

Firm Information

Hope Gerban is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hope Gerban’s Registration & Firm History

PA

10/18/2017 - Present

Vanguard Advisers, Inc. (MALVERN PA)

PA

02/25/2004 - 06/04/2008

VANGUARD MARKETING CORPORATION (MALVERN PA)

IL

11/10/2003 - 02/11/2004

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MN

09/19/2002 - 10/21/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/19/2002 - 10/21/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hope Cecile Gerban.
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