Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Boyd Glick is a financial advisor with Calton & Associates, Inc. Gerald has been in the industry since 1994 and has a strong track record of providing clients with personalized financial advice. Gerald is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Gerald specializes in financial planning, portfolio management, and pension consulting. Calton & Associates, Inc. is a registered investment advisor with a strong focus on providing comprehensive financial services to individuals and families. Calton & Associates, Inc. is committed to providing its clients with the highest level of personalized service and expertise.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/30/2009 - Present
Calton & Associates, Inc. (TAMPA FL)
PA
05/28/2003 - 07/13/2009
INTERSECURITIES, INC. (LANCASTER PA)
IN
01/21/2003 - 06/11/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
03/10/2000 - 11/25/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
PA
09/05/1997 - 08/30/1999
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
NE
07/30/1994 - 01/08/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MN
02/22/1994 - 06/03/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/22/1994 - 06/03/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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