Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Hagman jr is a financial advisor with over 18 years of experience in the industry. Gerald is currently registered with Osaic Wealth, INC. as a registered representative and investment advisor. Prior to this, Gerald held positions with a variety of firms including Woodbury Financial Services, INC., LPL Financial LLC, and Invest Financial Corporation. Gerald has a broad range of experience in the financial services industry, including securities trading, investment advisory, and insurance sales. Gerald specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients, including individuals, businesses, and charitable organizations.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (RICE LAKE WI)
WI
06/27/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RICE LAKE WI)
WI
02/14/2018 - 07/10/2019
LPL FINANCIAL LLC (EAU CLAIRE WI)
WI
03/21/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (RICE LAKE WI)
MN
11/12/2012 - 07/08/2013
WADDELL & REED, INC. (ST PAUL MN)
NY
08/18/2011 - 11/05/2012
AVATAR SECURITIES, LLC (NEW YORK NY)
IL
05/11/2011 - 08/02/2011
ADVANCED EQUITIES, INC. (CHICAGO IL)
IL
06/29/1999 - 05/17/2002
BLUE CHIP TRADING L.L.C. (GLEN ELLYN IL)
IL
03/05/1997 - 06/17/1999
PURE TRADING INC (BURR RIDGE IL)
BOTH
Issued 6/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/5/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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FINRA
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