Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Scott Gerringer is a financial professional with over 25 years of experience in the industry. Joel is currently registered with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Prior to joining Charles Schwab & Co., Inc., Joel was employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and OLDE DISCOUNT CORPORATION. Joel has a strong background in securities and has held a variety of licenses and certifications throughout their career, including Series 7, Series 10, Series 24, Series 52, Series 63, and Series 99TO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/06/2001 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
10/07/1997 - 11/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/09/1996 - 08/06/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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