Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Weeks is a financial advisor with over 40 years of experience in the industry. Gerald is registered as a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Palm Harbor, Florida, where Gerald has been with the firm since 2004. Previously, Gerald worked at SENTRA SECURITIES CORPORATION from 1988 to 2004 in Phoenix, Arizona, and SECURITY SERVICE CORPORATION from 1986 to 1989, also in Phoenix. Gerald has also served as an independent contractor selling non-variable insurance. Gerald holds Series 63, 66, 7, 8, 9, 10, and 15 licenses and the SIE. Gerald's specializations include financial planning, portfolio management, and pension consulting. Gerald works with a variety of clients including high-net-worth individuals, corporations, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (PALM HARBOR FL)
AZ
02/25/1988 - 09/03/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
10/15/1986 - 03/02/1988
SECURITY SERVICE CORPORATION
NA
06/23/1981 - 10/10/1986
A. G. EDWARDS & SONS, INC.
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Weeks is the right advisor for you? Invested Better is here to help.
