Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Krager is a registered investment advisor representative with Ally Invest Advisors. Gerald has been in the financial services industry since 1997. Gerald previously worked at TD Ameritrade, Inc., Ameritrade, Inc., and Raymond James Financial Services, Inc. Gerald holds Series 63, 66, 7 and 24 licenses and is registered in North Carolina and Texas.
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.
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.
1
2
NC
03/30/2023 - Present
Ally Invest Advisors (CHARLOTTE NC)
TX
04/22/2006 - 02/29/2020
TD AMERITRADE, INC. (Southlake TX)
NE
06/07/2005 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
FL
10/28/1997 - 05/12/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Krager is the right advisor for you? Invested Better is here to help.
