Unclaimed
Gerald Martin Mirra is an investment advisor representative with Cetera Investment Advisers LLC, a registered investment advisor firm located in Schaumburg, Illinois. Gerald has been in the financial services industry since 1981 and has extensive experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Gerald has a wide range of investment products and strategies available to meet client needs.
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
NY
01/29/2025 - Present
Cetera Investment Advisers LLC (ARMONK NY)
NY
12/08/2010 - 04/02/2019
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
06/28/2006 - 12/13/2010
AXA ADVISORS, LLC (WHITE PLAINS NY)
DE
10/14/1999 - 06/30/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/02/1998 - 10/28/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/08/1996 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
05/02/1996 - 10/01/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
08/25/1981 - 01/01/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 07/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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