Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Bernard Gewirtz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in East Brunswick, NJ. Ira Gewirtz has been in the financial industry since July 14, 2005, and is registered in 14 states. Ira Gewirtz is also an Investment Advisor Representative and has been registered in New Jersey since January 17, 2008 and in New York since April 19, 2021. Ira Gewirtz specializes in providing financial planning services, including portfolio management, to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST BRUNSWICK NJ)
NY
07/14/2005 - 12/12/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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