Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaylen? Claim Your ProfileGaylen James Harms is a financial advisor with Cetera Investment Advisers LLC. Gaylen has been in the financial services industry since 1983 and has extensive experience in providing financial advice to individuals and families. Gaylen is a Certified Financial Planner and a Chartered Financial Consultant. Gaylen is registered to provide investment advice in Florida, Minnesota, and Texas. Cetera Investment Advisers LLC is a national financial services firm that provides a wide range of financial products and services, including investment advice, retirement planning, and insurance.
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 09/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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