Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Shiner is a registered investment advisor representative with Osaic Wealth, Inc. Gerald has been in the financial services industry since 1988. Gerald is registered in Michigan and South Carolina and holds the Series 7, Series 63, and Series 66 licenses. Gerald has prior experience working for SagePoint Financial, Inc., Princor Financial Services Corporation, Prudential Investment Management Services LLC, The Great-West Life Assurance Company, and Benefitcorp Equities, Inc. Gerald specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Gerald is also a Director of Retirement Services for Michigan Planners, a corporation that focuses on company benefits.
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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MI
09/01/2023 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
02/06/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STERLING HEIGHTS MI)
MI
02/15/2006 - 01/16/2015
PRINCOR FINANCIAL SERVICES CORPORATION (SOUTHFIELD MI)
NJ
12/20/2005 - 01/26/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
05/12/1993 - 12/13/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CO
12/11/1991 - 01/01/1993
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
03/01/1989 - 11/11/1991
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
MN
03/22/1988 - 10/26/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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