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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jendry? Claim Your ProfileJendry Maria Gadea is a financial advisor with over 10 years of experience in the industry. Currently, Jendry Maria Gadea is registered with Morgan Stanley and has offices in Athens, Georgia. Jendry Maria Gadea has previously worked for HSBC Securities (USA) Inc. and Mercantil Commercebank Investment Services. Jendry Maria Gadea holds Series 66, Series 7, and SIE licenses. Jendry Maria Gadea is registered in 47 states and has been a registered investment advisor since 2011. Jendry Maria Gadea is able to provide financial planning services to individuals and businesses, investment management services, and portfolio management for investment companies. Jendry Maria Gadea works with individual clients and has experience with a variety of client types, including individuals, families, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/08/2020 - Present
Morgan Stanley (Athens GA)
FL
10/20/2011 - 08/09/2013
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
03/15/2011 - 09/19/2011
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (CORAL GABLES FL)
BOTH
Issued 08/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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