Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Clas is a registered investment advisor representative at SRS Capital Advisors, LLC, and Cedrus LLC. Gerald Clas is a licensed advisor in the state of Colorado. Gerald Clas has been working in the financial services industry since 2013.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
A percentage of the total value of assets under management is charged.
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2
CO
12/08/2024 - Present
SRS Capital Advisors, LLC (DENVER CO)
CO
12/04/2018 - 07/22/2021
EQUITABLE ADVISORS, LLC (LAKEWOOD CO)
CO
03/25/2017 - 11/30/2018
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
12/14/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 02/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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