Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Alphonse Beaullieu is a financial advisor with Avantax Advisory Services. Gerald is a licensed representative in Louisiana and Texas. Gerald has been in the financial industry for over 23 years. Gerald has held positions at several firms including 1st Global Capital Corp., Jefferson Pilot Securities Corporation, IFG Network Securities, Inc., and Allmerica Investments, Inc. Gerald holds the Series 7 and Series 66 licenses. Gerald provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/25/2024 - Present
Avantax Advisory Services (IRVING TX)
LA
03/08/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NEW IBERIA LA)
LA
06/11/2003 - 03/16/2007
JEFFERSON PILOT SECURITIES CORPORATION (LAFAYETTE LA)
GA
07/16/2001 - 05/21/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
12/22/1999 - 07/26/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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