Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lee Johnson is a financial advisor with over 20 years of experience in the industry. Gerald is currently registered with Cetera Investment Advisers LLC in Massachusetts. Prior to joining Cetera Investment Advisers LLC, Gerald worked at Voya Financial Advisors, Inc. and Locust Street Securities, Inc. Gerald is a Series 6, 7, 63 and 66 licensed representative. Gerald specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Gerald is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Brookfield MA)
MA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GRAFTON MA)
IA
10/16/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 2/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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