Unclaimed
Gerald Pelofske is a financial advisor with Columbia Management Investment Distributors, Inc. He has been in the financial services industry since 2005 and holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Gerald has previous experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company.
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.
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.
1
2
MN
07/19/2022 - Present
Columbia Management Investment Distributors, Inc. (Minneapolis MN)
MN
07/27/2005 - 07/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
07/27/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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