Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Marriner is a financial advisor at Cetera Investment Advisers LLC. Gerald has been in the financial services industry since 1982. Gerald offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Gerald has a strong track record of success, and is committed to providing his clients with the best possible service.
BOULDER, CO
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.
1
2
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (BOULDER CO)
CO
03/18/1996 - 09/03/2013
WALNUT STREET SECURITIES, INC. (BOULDER CO)
IN
01/25/1989 - 03/22/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
03/17/1983 - 01/30/1989
MANEQUITY, INC.
NA
05/20/1982 - 03/09/1983
CIGNA SECURITIES, INC.
BC
Issued 5/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 7/19/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Marriner is the right advisor for you? Invested Better is here to help.
