Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Pagaduan Cornel is an investment advisor representative with Allstate Financial Advisors, LLC. Gerald has been working in the financial services industry since 1996. Gerald holds the Series 6, Series 63, Series 26 and SIE licenses and is registered to provide investment advice in California. Gerald also manages rental properties in Washington state.
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.
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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.
Third party advisory fees
1
2
CA
01/03/2024 - Present
Allstate Financial Advisors, LLC (Stockton CA)
IL
09/13/2018 - 10/28/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
OR
10/18/2000 - 06/14/2018
FARMERS FINANCIAL SOLUTIONS, LLC (PORTLAND OR)
GA
05/09/1997 - 07/28/2000
WMA SECURITIES, INC. (DULUTH GA)
NA
02/29/1996 - 02/18/1997
WMA SECURITIES, INC.
GA
02/28/1996 - 02/18/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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