Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn S. Gerard is a financial advisor with Ameriprise Financial Services, LLC. John is a registered representative in Virginia and Texas. John has been in the financial services industry since September 2018. John has passed the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). John is registered with the state of Virginia as an investment advisor representative and is also registered with the state of Texas as an investment advisor representative. John provides asset allocation, financial planning, portfolio management services for both businesses and individuals, and pension consulting services.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
VA
02/05/2019 - Present
Ameriprise Financial Services, LLC (GLEN ALLEN VA)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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