Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Koler is an Investment Advisor Representative with Osaic Wealth, Inc., located in Parma Heights, OH. Gerald has over 30 years of experience in the financial services industry, working with individual and institutional clients. He is a Certified Financial Planner. Gerald previously worked at SAGEPOINT FINANCIAL, INC., and SUNAMERICA SECURITIES, INC. Gerald holds a Series 65 and Series 63 licenses and has passed the SIE, Series 7, Series 24 and Series 51 exams. He is registered in 44 states and the District of Columbia.
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.
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OH
09/01/2023 - Present
Osaic Wealth, Inc. (PARMA HEIGHTS OH)
OH
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PARMA HEIGHTS OH)
AZ
09/25/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
04/07/1992 - 09/08/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/17/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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