Gerry Guertin
Membro del Comitato di Investimento presso Roffman Miller Associates, Inc.
Profilo
Mr. Gerard G.
Guertin is an Investment Manager & Investment Committee Member at Roffman Miller Associates, Inc. He joined Roffman Miller in August 2016 and has extensive experience within the financial services industry.
Mr. Guertin held positions in operations and management throughout his career.
In the last 11 years he has been a Financial Consultant with Citigroup Smith Barney, working with institutional clients, and most recently with Charles Schwab as an Associate Financial Consultant meeting with individual clients and families.
Mr. Guertin received his undergraduate degree from St. Joseph's University.
Posizioni attive di Gerry Guertin
| Società | Posizione | Inizio |
|---|---|---|
Roffman Miller Associates, Inc.
 Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Membro del Comitato di Investimento | 01/08/2016 |
Precedenti posizioni note di Gerry Guertin
| Società | Posizione | Fine |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 01/06/2016 |
Formazione di Gerry Guertin
| St. Joseph's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Roffman Miller Associates, Inc.
Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
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