Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Dawn Gerken is a registered representative at LPL Financial LLC. April has been in the industry for over a year and holds Series 7, Series 66, and SIE licenses. April is registered with the state of Ohio and has been working with LPL Financial LLC since October 2022. LPL Financial LLC has offices in Cincinnati, Ohio, as well as offices in many other cities across the United States. LPL Financial LLC offers a wide range of financial services, including portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/28/2022 - Present
LPL Financial LLC (CINCINNATI OH)
BOTH
Issued 03/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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