Very unhappy with this advisor....Gerald Kessler. Due to lack of attention to my ccount I recently lost a $10K potential profit. This would have been a huge increase to my meager portfolio. Instead of working to correct the situation, he offered no solution and blamed it on me. I now have to take this to another level on my own, which is unfortunate, because it should have never happened.
I have been working with him for five years and the only time he calls me is when he wants a commission. He trades stock and my account never seems to grow. I don't feel he has the experience and expertise to manage in today's market and I am disappointed with how things have gone.
My recommendation is to find someone who listens and who cares and doesn't see you as an "easy commission". read more