Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Howard Denney is a financial advisor at LPL Financial LLC. Gerald has over 30 years of experience in the financial services industry, having worked for several prominent firms including Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC and UBS Financial Services Inc. Gerald is a Certified Financial Planner and a Chartered Financial Consultant, and holds a Series 3, 7, and 63 licenses, as well as a Series 65 license. Gerald is registered in 15 states and specializes in working with individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
06/02/2020 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
11/29/2018 - 06/02/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Charlottesville VA)
VA
09/24/2013 - 12/07/2018
LPL FINANCIAL LLC (CHARLOTTESVILLE VA)
VA
07/01/2010 - 10/18/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
VA
02/11/2004 - 07/01/2010
COMMONWEALTH FINANCIAL NETWORK (CHARLOTTSVILLE VA)
NJ
09/22/2000 - 02/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/09/1998 - 09/26/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
01/16/1995 - 12/04/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/16/1995 - 12/04/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/07/1994 - 01/13/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
08/02/1990 - 03/09/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/02/1990 - 03/09/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/12/1987 - 04/14/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
09/12/1987 - 04/12/1988
NML EQUITY SERVICES, INC.
NA
03/14/1986 - 07/31/1987
MML INVESTORS SERVICES, INC.
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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