Unclaimed
Randall Gerber is a financial advisor with over 30 years of experience in the industry. Randall is registered with Gerber, LLC, an independent financial advisory firm, as an Investment Advisor Representative. Randall is a licensed securities principal holding both Series 24 and Series 51 licenses and has a total of 7 licenses including Series 6, Series 7, Series 31 and the SIE Exam. In addition to his work at Gerber, LLC, Randall is also a Principal at Gerber Emerging Entrepreneur, LLC, where he provides business consulting services to entrepreneurs. Randall specializes in working with high-net-worth individuals and corporations. Randall is a dedicated financial professional who is committed to providing his clients with personalized financial advice and guidance.
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.
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
OH
07/07/2010 - Present
Gerber, LLC (WORTHINGTON OH)
OH
01/08/1999 - 10/19/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)
IN
02/11/1991 - 02/03/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/11/1991 - 02/03/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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