Unclaimed
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 has been a financial advisor for over 16 years. Gerald is registered with Cetera Investment Advisers LLC in Baton Rouge, Louisiana. He is a Registered Representative (Series 6, 7, and 63) and a Registered Investment Adviser (Series 65) with over 16 years of experience. Gerald is a skilled financial advisor who can assist you with a wide range of financial needs, including financial planning, retirement planning, and investment management.
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 7/2/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/4/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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