Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Klosterboer has been in the financial services industry since 1978. Gerald is registered with Cetera Investment Advisers LLC, which is a Registered Investment Advisor. Gerald is also registered with the following states: Arizona, California, Colorado, Florida, Idaho, Iowa, Montana, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Washington. Gerald Klosterboer is a Certified Financial Planner.
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.
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2
NV
11/12/2020 - Present
Cetera Investment Advisers LLC (ZEPHYR COVE NV)
NV
12/16/1994 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ZEPHYR COVE NV)
CA
05/31/1989 - 12/23/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
11/16/1984 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
11/21/1983 - 01/10/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/25/1978 - 12/14/1983
DEAN WITTER REYNOLDS INC.
IA
Issued 1/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 2/22/1985
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/17/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 8/19/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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