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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald John Massa is an investment advisor representative associated with Osaic Wealth, Inc. He is based in MONROVIA, CA and has been in the financial services industry since April 12, 1995. Gerald John Massa is registered to offer securities in 19 states and is licensed with FINRA and a State regulator. Gerald John Massa is a licensed securities agent and has passed the Series 6, Series 63, and SIE exams. In addition to being a licensed securities agent, Gerald John Massa also offers financial planning, pension consulting, educational seminars, and portfolio management services. He specializes in providing financial advice to high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit-sharing plans.
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
CA
11/02/2018 - Present
Osaic Wealth, Inc. (MONROVIA CA)
CA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (MONROVIA CA)
CA
09/23/2005 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (MONROVIA CA)
CA
04/13/1995 - 09/23/2005
PFP CAPITAL, INC. (HUNTINGTON BEACH CA)
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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