Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Gerber is a registered investment advisor representative with Gerber Kawasaki Wealth & Investment Management. Ross has been working in the financial services industry since 1994 and has held various roles at different firms. Ross is a licensed Investment Advisor Representative with Gerber Kawasaki Wealth & Investment Management.
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.
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.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
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2
CA
07/20/2010 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 12/22/2017
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
10/31/2005 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
AZ
06/15/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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