Unclaimed
Gerald Lee Vannoord is a financial advisor with over 28 years of experience in the financial services industry. Gerald currently works at LPL Financial LLC in Grand Rapids, Michigan. Gerald has a wide range of experience in the financial services industry, including experience with Mutual Service Corporation, Intersecurities, Inc. and Mariner Financial Services, Inc. Gerald is licensed to provide financial advice in several states including Michigan, Florida, Illinois, Ohio, Colorado and Washington. In addition to working as a financial advisor, Gerald also works as a CPA. Gerald is a registered representative and investment advisor representative and has a Series 7 and 63 licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/21/2010 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
01/03/2001 - 09/08/2009
MUTUAL SERVICE CORPORATION (GRAND RAPIDS MI)
FL
08/13/1997 - 12/31/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
11/04/1994 - 08/13/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 08/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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