Unclaimed
John Kurt Gero is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been in the financial industry since 1993. John is registered with FINRA as a general securities representative and holds Series 3, 7, 9, 10, 63, and 65 licenses. John also holds a Series SIE license. John provides financial planning services to individuals and businesses. John's prior work experience includes employment with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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
OK
10/17/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TULSA OK)
OK
02/03/2009 - 10/14/2022
WELLS FARGO CLEARING SERVICES, LLC (TULSA OK)
TX
04/14/2000 - 02/24/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
09/13/1996 - 05/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/08/1993 - 09/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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