Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Gibson has been in the financial services industry since 1996. Gerald currently is registered with Concourse Financial Group Securities, Inc. in Louisiana and is also a registered Investment Advisor in the state of Louisiana. Prior to Concourse Financial Group Securities, Inc., Gerald has held positions with USALLIANZ SECURITIES, INC., WORLD GROUP SECURITIES, INC., WMA SECURITIES, INC., and PFS INVESTMENTS INC.. Gerald holds Series 6, 7, 63 and 66 licenses. He specializes in investment planning and portfolio management. Gerald's experience includes working with individuals, corporations and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
04/02/2008 - Present
Concourse Financial Group Securities, Inc. (Mandeville LA)
MN
01/14/2003 - 12/01/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
04/12/2002 - 12/12/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
03/08/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
01/10/2000 - 02/06/2001
WMA SECURITIES, INC. (DULUTH GA)
GA
10/10/1995 - 12/02/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 06/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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