Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Meredith Luff is a financial advisor with over 25 years of experience in the industry. He is currently registered with Bakeravenue and has been associated with the firm since 2006. Previously, he was associated with firms such as PURSHE KAPLAN STERLING INVESTMENTS, BANC OF AMERICA INVESTMENT SERVICES, INC., BEAR, STEARNS & CO. INC. and DEAN WITTER REYNOLDS INC. Gerald Meredith Luff is licensed to provide financial advisory services in California and holds a Series 65, Series 63 and Series 7 licenses. He specializes in providing financial planning, investment advisory services and educational seminars to individuals, corporations and charitable organizations. Gerald Meredith Luff is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
05/24/2006 - Present
Bakeravenue (SAN FRANCISCO CA)
CA
07/13/2006 - 03/09/2010
PURSHE KAPLAN STERLING INVESTMENTS (SAN FRANCISCO CA)
CA
04/04/2001 - 05/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NOVATO CA)
NY
07/30/1997 - 04/11/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/08/1992 - 08/05/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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