Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Gersh has been working in the financial industry since March 13, 1972. Sheldon is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative in California and Texas. Previously, Sheldon worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter & Co. Incorporated. Sheldon has passed the Series 7TO, SIE, PC, and Series 1 exams, and is also registered with the state of California as a Securities Agent. Sheldon has over 50 years of experience in the industry and is a highly qualified professional.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Palo Alto CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALO ALTO CA)
CA
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (PALO ALTO CA)
NA
05/16/1973 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
03/14/1972 - 05/16/1973
DEAN WITTER & CO. INCORPORATED
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 03/02/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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