Unclaimed
Gerald Bloodsaw is a financial professional with over 20 years of experience in the financial services industry. Gerald is currently a registered representative with J.P. Morgan Securities LLC, where he provides financial advice to individuals, corporations, and institutions. He has a broad range of experience in the financial services industry, including experience with mutual funds, variable annuities, and other investment products. Gerald has also held positions with NYLIFE Securities LLC, MML Investors Services, LLC, MetLife Securities Inc., Allstate Financial Services, LLC, Fifth Third Securities, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, and AXA Advisors, LLC. Gerald holds the Series 6, 7, 63, and 65 licenses. Gerald is a highly experienced financial advisor with a commitment to providing clients with the highest level of service and personalized financial solutions.
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
IL
05/24/2022 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
10/17/2017 - 05/04/2022
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
04/08/2016 - 10/04/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
07/14/2014 - 01/14/2016
METLIFE SECURITIES INC. (DOWNERS GROVE IL)
IL
08/02/2011 - 05/08/2014
ALLSTATE FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
01/07/2010 - 07/29/2011
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
05/29/2007 - 01/11/2010
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/10/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
01/26/2004 - 04/11/2006
AXA ADVISORS, LLC (NEW YORK NY)
DE
01/15/2003 - 01/13/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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