Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Gerkin is a financial professional with over 12 years of experience in the industry. Lee is currently registered with Truist Securities, Inc., a brokerage firm with a strong presence in Atlanta, Georgia. Prior to joining Truist Securities, Inc. in 2012, Lee Gerkin was employed at Imperial Capital, LLC. Lee holds the Series 7, Series 63 and Series 79TO licenses, demonstrating expertise in various financial products and services. Lee is licensed to provide financial advice and services in all 50 states and the District of Columbia.
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.
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.
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2
GA
08/15/2012 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
04/27/2010 - 02/13/2012
IMPERIAL CAPITAL, LLC (NEW YORK NY)
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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