Unclaimed
Laura Gerhardt is a registered investment advisor representative with Vanguard Advisers, Inc. Laura has been in the industry since July 30, 1989. Laura has experience in the financial services industry, including working for Fifth Third Securities, Inc. and Vanguard Advisers, Inc. Laura is a CERTIFIED FINANCIAL PLANNER™ professional. Laura is registered with the state of North Carolina and Texas as an investment advisor representative. Laura works in the Charlotte, North Carolina office of Vanguard Advisers, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NC
07/30/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
03/27/1999 - 07/09/2010
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
OH
04/18/1989 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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