Unclaimed
Gerald Eastman is a financial professional with over 40 years of experience in the industry. Gerald is currently registered with The Leaders Group, Inc. and is licensed to operate in Texas. Gerald specializes in helping clients navigate the complexities of the financial markets.
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.
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.
1
2
CO
11/29/2013 - Present
THE Leaders Group, Inc. (LITTLETON CO)
TX
10/24/2012 - 12/04/2013
FIRST ALLIED SECURITIES, INC. (FORT WORTH TX)
TX
03/01/2001 - 10/24/2012
OGILVIE SECURITY ADVISORS CORPORATION (FORT WORTH TX)
MA
09/28/1993 - 03/01/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
03/26/1992 - 03/01/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
03/09/1993 - 08/20/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
11/19/1989 - 03/09/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/15/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/24/1976 - 06/10/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 05/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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