Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Meyerle Jr. is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gerald has been in the industry since December 1992 and has experience working with individuals, families, trusts, and businesses. Gerald is a Certified Financial Planner™ professional and holds Series 7, 10, 9, 63 and 65 licenses. Gerald is registered in 31 states, including Nebraska, Texas and New York. Prior to joining Wells Fargo, Gerald was with UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Gerald is committed to providing personalized financial advice and helping clients reach 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
NE
07/07/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LINCOLN NE)
NE
10/24/2013 - 10/02/2020
WELLS FARGO CLEARING SERVICES, LLC (LINCOLN NE)
NE
12/04/1992 - 11/01/2013
UBS FINANCIAL SERVICES INC. (OMAHA NE)
IA
Issued 12/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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