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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Francis Boesen is a financial advisor with Raymond James & Associates, Inc.. Gerald Boesen is registered to provide financial advice in 28 states, and holds Series 3, 7, and 63 licenses. Gerald Boesen has a Series 65 license and is certified as a financial planner. The firm's main office is in St. Petersburg, Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IA
09/15/2017 - Present
Raymond James & Associates, Inc. (Clive IA)
IA
05/27/2010 - 10/10/2017
RBC CAPITAL MARKETS, LLC (CLIVE IA)
IA
06/01/2009 - 06/25/2010
MORGAN STANLEY SMITH BARNEY (DES MOINES IA)
IA
02/06/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DES MOINES IA)
GA
07/25/1986 - 02/12/1997
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 03/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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