Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Kleber is a registered investment advisor representative with The Ameriflex Group, Inc. based in Brea, CA. Gerald has been in the industry since 2000 and holds a Series 6, 7, 63, 66 and SIE license. Prior to joining The Ameriflex Group, Inc. Gerald was a registered investment advisor representative at SagePoint Financial, Inc. and has experience at a variety of other firms. Gerald provides financial planning, educational seminars, portfolio management for individuals, and selection of other advisors.
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.
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.
1
2
CA
11/11/2021 - Present
THE Ameriflex Group (Brea CA)
CA
11/11/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BREA CA)
CA
05/17/2001 - 11/11/2021
HORNOR, TOWNSEND & KENT, LLC (BREA CA)
SC
10/13/2000 - 04/25/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
08/09/2000 - 10/27/2000
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Kleber is the right advisor for you? Invested Better is here to help.
