Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Purdy is a financial advisor at LPL Financial LLC and has been working in the industry since June 1998. Gerald is licensed to provide advisory services in 27 states and has a Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Gerald is also an insurance agent and has been with LPL Financial LLC since September 2009.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/08/2023 - Present
LPL Financial LLC (MACOMB MI)
MI
08/23/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (MT. CLEMENS MI)
OH
11/28/2001 - 08/08/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
06/05/1998 - 12/07/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 01/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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