Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Keith Delk is a financial advisor with Avantax Advisory Services. Gerald has been in the financial services industry since 2008. Gerald is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gerald specializes in financial planning, retirement planning, and investment management. Gerald's expertise can help individuals and families achieve their financial goals. Gerald is dedicated to providing exceptional service to each client.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
06/02/2020 - Present
Avantax Investment Services, Inc. (West Windsor NJ)
NJ
05/19/2014 - 11/01/2019
NYLIFE SECURITIES LLC (EDISON NJ)
PA
05/14/2007 - 04/29/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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