Unclaimed
Gerald Allen Minter has over 40 years of experience in the financial services industry. Gerald is a Registered Representative with Cetera Investment Advisers LLC and is active in both broker-dealer and investment advisor capacities. Gerald is also a Registered Principal with Cetera Advisor Networks LLC. Gerald is licensed in 28 states and has a broad range of experience working with both individuals and businesses in providing financial planning, portfolio management, and investment advisory services. He is committed to helping clients achieve their financial goals.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
CA
02/25/1989 - 07/03/1989
J. ALEXANDER SECURITIES, INC. (LOS ANGELES CA)
CA
02/02/1984 - 05/01/1989
SECURITY PACIFIC INVESTMENTS, INC. (OAKLAND CA)
NA
04/22/1982 - 04/12/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/23/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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