Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geary? Claim Your ProfileGeary Jerde is a financial advisor with LPL Financial LLC. Geary has been in the financial industry since 1983 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Geary has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and sound financial advice. Geary is a Certified Financial Planner and has earned the Series 6, 7, 22, 24, 63 and 65 securities licenses. Geary has been registered with LPL Financial LLC since 1991, and has held previous positions with FINANCIAL NETWORK INVESTMENT CORPORATION, INTEGRATED RESOURCES EQUITY CORPORATION, and WADDELL & REED, INC. Geary specializes in retirement planning, college savings, and estate planning. Geary's office is located in Hayden Lake, ID, and he also serves clients in Arizona and Texas.
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
ID
02/10/2020 - Present
LPL Financial LLC (HAYDEN LAKE ID)
CA
03/22/1989 - 12/11/1991
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
04/06/1984 - 04/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/15/1983 - 04/12/1984
WADDELL & REED, INC.
IA
Issued 10/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Geary Jerde is the right advisor for you? Invested Better is here to help.
