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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Michael Graves is a financial advisor with Cetera Investment Advisers LLC located in BATON ROUGE, LA. Gerald Michael Graves has been in the financial industry since 2006. Gerald Michael Graves is a registered representative of Cetera Investment Services LLC. Gerald Michael Graves has passed the Series 6, Series 7, Series 63 and Series 65 exams. Gerald Michael Graves is currently registered with the following states: Alabama, Alaska, Louisiana and Mississippi. Gerald Michael Graves specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals. Gerald Michael Graves has been registered with the following firms: Hornor, Townsend & Kent, LLC and Northwestern Mutual Investment Services, LLC.
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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LA
08/04/2023 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
04/14/2021 - 07/28/2023
HORNOR, TOWNSEND & KENT, LLC (BATON ROUGE LA)
LA
10/10/2006 - 03/29/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Baton Rouge LA)
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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