Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Middel is a financial advisor with M Holdings Securities, Inc. Gerald has been working in the financial industry since 1981. Gerald is licensed in 15 states including Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Utah, Vermont and Wyoming. Gerald is a registered representative with FINRA and has a Series 63, Series 1 and Series 26 license. Gerald specializes in providing financial advice to individuals, corporations, and businesses. Gerald holds a Series 1, SIE, and Series 26 license, and a Series 63 state license.
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.
1
2
CO
11/28/2005 - Present
M Holdings Securities, Inc. (DENVER CO)
TX
06/27/1997 - 11/22/2005
NFP SECURITIES, INC. (AUSTIN TX)
NY
02/25/1994 - 07/03/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
04/04/1994 - 06/20/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/27/1981 - 02/16/1994
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
06/19/1983 - 10/12/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 12/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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