Gerard P. Mcgahran
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gerard Peter Mcgahran, CFP®, who also goes by Gerard Mcgahran, was a registered financial professional .
Gerard is a previously registered financial professional and started their career in finance in 1998. Gerard had worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 6, 2002 - January 12, 2024
STACEY BRAUN FINANCIAL SERVICES, INC.
March 16, 1999 - March 19, 2002
CADARET, GRANT & CO., INC.
January 22, 1998 - March 21, 1999
INVESTMENT ADVISORS & CONSULTANTS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
STACEY BRAUN FINANCIAL SERVICES, INC.
CRD#: 121001 / SEC#: , 8-65370
Contact information
Documents
Red Flags
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