Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaylen? Claim Your ProfileGaylen Harms has been in the financial services industry since 1983. He is currently a registered representative with Cetera Investment Advisers LLC. Previously, he worked with Securian Financial Services, Inc., CRI Securities, LLC, and Consolidated Resources, Inc. Gaylen holds Series 7 and 63 licenses. He is also a Certified Financial Planner and a Chartered Financial Consultant. Gaylen is a dedicated financial professional committed to helping clients achieve their financial goals. He is based in Minnetonka, Minnesota and works with individual clients as well as business and institutional clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (MINNETONKA MN)
NA
08/23/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
BC
Issued 9/1/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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