Unclaimed
Dewayne Christian Gerber is a financial advisor with LPL Financial LLC, where he has been registered since August 30, 2018. Dewayne has been in the financial services industry since September 16, 2007. Dewayne has experience with both brokerage and advisory services and holds Series 6, 26, 63 and 65 licenses. Dewayne is registered to offer financial services in Missouri, Ohio and Texas. Dewayne previously worked for PFS Investments INC. in Lake Jackson, Texas from September 17, 2007 to August 31, 2018.
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.
1
2
TX
08/30/2018 - Present
LPL Financial LLC (LAKE JACKSON TX)
TX
09/17/2007 - 08/31/2018
PFS INVESTMENTS INC. (LAKE JACKSON TX)
IA
Issued 09/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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