Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Allen English is a financial advisor with over 49 years of experience in the industry. Gerald currently works at LPL Financial LLC and is registered with FINRA, the state of Colorado, and the state of Texas. Gerald previously worked at D.A. Davidson & Co., McDonald Investments Inc., First Union Securities, Inc., Prudential Securities Incorporated, Pruco Securities Corporation, PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dean Witter Reynolds Inc., Dean Witter & Co. Incorporated, Quinn & Co., Inc., E. F. Hutton & Company Inc., and Merrill Lynch, Pierce, Fenner & Smith, Inc..
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.
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2
CO
03/27/2017 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
03/05/2004 - 12/14/2006
D.A. DAVIDSON & CO. (COLORADO SPRINGS CO)
OH
03/29/2001 - 03/18/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
12/20/1995 - 04/30/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
07/13/1994 - 12/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/07/1994 - 07/12/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
10/11/1989 - 02/17/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/23/1984 - 09/11/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/10/1978 - 08/06/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/24/1978 - 11/19/1978
DEAN WITTER REYNOLDS INC.
NA
10/31/1977 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
09/30/1976 - 11/21/1977
QUINN & CO., INC.
NA
02/18/1976 - 11/07/1976
E. F. HUTTON & COMPANY INC
NA
11/01/1973 - 04/15/1976
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 11/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/09/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1989
PC - AMEX Put and Call Exam
BC
Issued 10/24/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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