Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Ask is a financial advisor with over 35 years of experience in the financial industry. Gerald has been registered with Raymond James Financial Services Advisors, Inc. since 2011 and has a Series 7, Series 24, and Series 63 license. Gerald also holds the Certified Financial Planner designation. Prior to Raymond James Financial Services Advisors, Inc., Gerald worked with PRINcor Financial Services Corporation, Walnut Street Securities, Inc., AEGON USA Securities Inc., and Securities Corporation of Iowa. Gerald is licensed to provide financial advice in 35 states and 2 provinces.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IA
05/07/2015 - Present
Raymond James Financial Services Advisors, Inc. (CEDAR RAPIDS IA)
IA
05/20/1998 - 03/16/2011
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR RAPIDS IA)
CA
04/03/1998 - 05/21/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
11/02/1993 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
10/21/1983 - 11/12/1993
SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)
BC
Issued 11/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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