Gerard P. Gloisten
Professional summary
Gerard Paul Gloisten, who also goes by Gerard P. Gloisten, is a registered financial advisor currently at CORE WEALTH PARTNERS LLC located in Lyons, Colorado.
Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gerard has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gerard Paul Gloisten's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2022 - Present
CORE WEALTH PARTNERS LLC
January 2, 2015 - December 31, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
February 14, 2014 - December 31, 2014
GBS FINANCIAL CORP.
December 23, 2013 - December 31, 2013
GBS FINANCIAL CORP.
December 23, 2013 - February 11, 2014
GBS FINANCIAL CORP.
November 22, 2013 - December 31, 2022
WESTERN INTERNATIONAL SECURITIES, INC.
May 16, 2000 - December 13, 2013
GBS FINANCIAL CORP.
July 14, 1997 - December 13, 2013
GBS FINANCIAL CORP.
April 26, 1995 - July 10, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CORE WEALTH PARTNERS LLC
CRD#: 322365 / SEC#: 801-126601
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2024)
(10/13/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
CORE WEALTH PARTNERS LLC
CRD#: 322365 / SEC#: 801-126601
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 795 |
| AUM (Assets Under Management) | $ 354,703,361 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
