Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Lyman Ursrey is an investment advisor representative associated with Kestra Private Wealth Services, LLC. Gerald has been in the industry since December 1994. Gerald is licensed in Florida, Georgia, Louisiana, Pennsylvania and Texas. Gerald provides investment advisory services through Kestra Advisory Services, LLC and also manages insurance and securities business through The Ursrey Companies LLC.
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.
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
FL
10/20/2023 - Present
Kestra Private Wealth Services, LLC (Ponte Vedra Beach FL)
FL
12/20/2005 - 12/12/2022
THE LEADERS GROUP, INC. (Jacksonville FL)
PA
11/02/2001 - 01/19/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
12/15/1994 - 11/15/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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