Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Skousen is an active broker and investment advisor representative. Gerald is registered with The Baker Group, LP, and has been in the industry for over 28 years. His primary office is in Lehi, Utah. Before joining The Baker Group, LP, Gerald was previously registered with Zions Investment Securities, Inc., also in Utah. He has a broad range of experience and expertise in the financial services industry.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
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2
UT
05/26/1998 - Present
THE Baker Group, LP (LEHI UT)
UT
09/28/1994 - 06/09/1998
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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