Unclaimed
Gerald Abram Rife is a registered investment advisor representative associated with Equitable Advisors, LLC. Gerald has been in the financial services industry since February 12, 2018. Gerald is registered with the state of Illinois as an investment advisor representative and has Series 7, 56, and 66 licenses. In addition to being associated with Equitable Advisors, LLC, Gerald has previous experience with G2 TRADING LLC and ARCHELON LLC. Gerald has a specialization in 1, 2, 3, 4, 5 and 6.
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
IL
09/15/2022 - Present
Equitable Advisors, LLC (LISLE IL)
IL
09/16/2014 - 08/27/2015
G2 TRADING LLC (CHICAGO IL)
IL
03/22/2011 - 08/26/2014
ARCHELON LLC (CHICAGO IL)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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