Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gerard is a financial advisor at Fidelity Personal and Workplace Advisors. Paul has been in the industry since 2005 and has experience with a variety of financial products and services, including retirement planning, investment management, and college savings. Paul is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Paul has worked with TD Ameritrade, Scottrade, Fifth Third Securities, J.P. Morgan Securities, Chase Investment Services, LPL Financial, and UVEST Financial Services Group.
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.
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.
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
IN
03/27/2021 - Present
Fidelity Personal AND Workplace Advisors (SOUTH BEND IN)
IN
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (GRANGER IN)
IN
03/07/2016 - 02/26/2018
SCOTTRADE, INC. (GRANGER IN)
MI
03/13/2014 - 08/24/2015
FIFTH THIRD SECURITIES, INC. (NILES MI)
IN
10/01/2012 - 03/03/2014
J.P. MORGAN SECURITIES LLC (ELKHART IN)
IN
05/23/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELKHART IN)
IN
07/05/2011 - 02/22/2012
LPL FINANCIAL LLC (ELKHART IN)
IN
07/28/2008 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ELKHART IN)
IN
10/06/2002 - 12/20/2006
NATCITY INVESTMENTS, INC. (ELKHART IN)
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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