Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Jeffry Plachta is a financial professional with over 20 years of experience in the industry. Gerald Jeffry Plachta is currently registered with Lifemark Securities Corp. and has been in this role since November 2018. Gerald Jeffry Plachta has previously held positions with a number of other firms including Foresters Equity Services, Inc., Woodbury Financial Services, Inc., SII Investments, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Delta Equity Services Corporation. Gerald Jeffry Plachta holds a number of licenses including Series 6, Series 26, Series 63, and Series 65.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
11/19/2018 - Present
Lifemark Securities Corp. (Ocala FL)
CA
02/09/2012 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
01/28/2010 - 11/22/2011
WOODBURY FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
07/11/2008 - 02/09/2010
SII INVESTMENTS, INC. (JACKSONVILLE FL)
NY
10/31/2005 - 07/23/2008
AIG FINANCIAL ADVISORS, INC. (NIAGARA FALLS NY)
AZ
10/01/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
08/19/1999 - 09/28/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/19/1999 - 09/28/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/21/1997 - 07/27/1999
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
MA
08/23/1996 - 05/09/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/1996 - 05/09/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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