Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Joseph Gerrity is a financial advisor with over 30 years of experience in the industry. Richard has been with LPL Financial LLC since January 2000. Richard is registered with the state of Florida and Texas, and holds a Series 6, 7, 22, 24 and 63 license. Richard has a proven track record of success in providing investment advice to individuals, families, and businesses. Richard is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/14/2014 - Present
LPL Financial LLC (JACKSONVILLE FL)
IA
08/08/1989 - 02/07/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
04/29/1986 - 07/18/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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