Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Resop is a financial advisor with over 20 years of experience. Gerald is registered with J.P. Morgan Securities LLC in Fond du Lac, WI and has been with the firm since October 2012. Gerald previously worked with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, PRUCO SECURITIES, LLC., and IDS LIFE INSURANCE COMPANY. Gerald is a Series 7 and Series 66 licensed professional and holds a SIE designation. Gerald specializes in providing financial advice to individuals, businesses, insurance companies, pension and profit-sharing plans, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (FOND DU LAC WI)
WI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FOND DU LAC WI)
IL
07/06/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
04/14/2003 - 09/03/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
11/22/2002 - 03/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/2002 - 03/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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