Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Gertman is an investment advisor representative who is currently registered with Oneseven. Stuart has been in the industry for over 30 years and holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Stuart has worked for several prominent firms throughout his career, including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments, and International Assets Advisory, LLC. Stuart's specializations include fixed income securities, mutual funds, hedge funds, REITs, and options.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
05/02/2019 - Present
Oneseven (BEACHWOOD OH)
OH
07/02/2019 - 12/31/2020
INTERNATIONAL ASSETS ADVISORY, LLC (BEACHWOOD OH)
OH
07/01/2016 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Beechwood OH)
SC
06/01/2009 - 07/30/2016
MORGAN STANLEY (BEECH ISLAND SC)
OH
11/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
06/24/1987 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
IA
Issued 04/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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