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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Butrimovitz is a financial advisor with over 30 years of experience. He is registered with both LPL Financial LLC and Gerald Butrimovitz Wealth Advisory. His current registrations include Series 6, 63, 22, 26, 39 and the SIE. He is also a Certified Financial Planner. Gerald has a strong background in investment advisory services, including financial planning, portfolio management, and consulting. He has a long history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He has held various positions in the industry, including a trust officer and a registered representative. He has also worked with other advisors, providing selection of other advisers to clients.
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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2
CA
05/15/2020 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
01/11/1993 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN FRANCISCO CA)
CA
07/17/1985 - 12/31/1992
PATTERSON FINANCIAL SERVICES, INC. (LAFAYETTE CA)
NA
01/30/1984 - 02/20/1985
PRIVATE PLACEMENTS INVESTMENTS, INC.
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/27/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/1987
Series 2 - Non-Member General Securities Examination
BC
Issued 01/27/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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