Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Best Hanifan is an investment advisor representative at USA Financial Securities LLC. Gerald has been in the industry since January 8, 1993 and is currently registered in Connecticut, Florida, Georgia, Iowa, Missouri, New Jersey, North Carolina, South Carolina, and Virginia. Gerald has a wide range of experience in the financial services industry, including experience in estate planning, life insurance, long-term care, Medicare supplements, and annuities. Gerald also has experience in referring clients to CPAs. Gerald is committed to providing his clients with personalized financial advice and helping them 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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/09/2019 - Present
USA Financial Securities LLC (ADA MI)
NC
01/07/1998 - 04/18/2006
THE INVESTMENT CENTER, INC. (MOREHEAD CITY NC)
DE
01/04/1993 - 01/12/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 01/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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