Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Rocheleau is a financial advisor with over 8 years of experience in the industry. Gerald currently works with Osaic Wealth, Inc. Gerald has worked for several firms over the years, including Securities America, Inc., Centaurus Financial, Inc. and Summit Brokerage Services, Inc. Gerald is registered to provide investment advisory services in Alabama, Colorado, Texas, and Virginia. Gerald has a strong background in providing financial planning and investment management services to individuals, corporations, 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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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
04/08/2019 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
VA
01/15/2015 - 06/29/2018
CENTAURUS FINANCIAL, INC. (LEESBURG VA)
KS
10/29/2013 - 11/25/2013
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
IA
Issued 12/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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