Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Milan Kouzmanoff is a financial advisor and insurance agent with over 30 years of experience in the financial services industry. Gerald has been registered as a broker-dealer since 1970 and has held registrations with several firms, including Sentra Securities Corporation, First Affiliated Securities, Inc., and Carillon Investments, Inc. Gerald is also a registered investment advisor representative with Ameritas Advisory Services, LLC. Gerald specializes in providing financial planning services to individuals, businesses, and charitable organizations. Gerald is committed to providing clients with personalized financial advice and solutions that help them 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.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (PALOS VERDES ESTATES CA)
CA
01/03/2001 - 06/30/2006
CARILLON INVESTMENTS, INC. (TORRANCE CA)
AZ
01/22/1990 - 12/31/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
08/25/1989 - 01/23/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
09/29/1988 - 08/25/1989
PFG SECURITIES, INC.
NA
01/21/1970 - 10/14/1988
WASHINGTON NATIONAL EQUITY COMPANY
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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