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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gemma? Claim Your ProfileGemma Teresa Snell is a financial advisor associated with Cetera Investment Advisers LLC. Gemma has been in the financial industry for 20 years. Gemma is licensed in 5 states: Arizona, California, Nevada, Oregon, and California (for investment advisory services). Gemma has a Series 6, Series 7, and Series 66 license. Gemma specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
06/29/2009 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
10/24/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PLACENTIA CA)
GA
05/01/2003 - 10/14/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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