Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Wilson is a financial advisor in Honolulu, HI, who has been in the industry since 1975. He is currently affiliated with Concourse Financial Group Securities, Inc. and has previously been affiliated with several other firms, including Jefferson Pilot Securities Corporation, American General Securities Incorporated, USLIFE Equity Sales Corp., Chubb Securities Corporation, American General Capital Planning, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. He holds the Series 63 and 65 licenses and has the Series 1, 22TO, 6TO and SIE certifications. Gerald is also a Certified Financial Planner and a Chartered Financial Consultant. Gerald Wilson provides financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
10/24/2007 - Present
Concourse Financial Group Securities, Inc. (Honolulu HI)
HI
03/29/1999 - 10/01/2007
JEFFERSON PILOT SECURITIES CORPORATION (HONOLULU HI)
AZ
10/01/1997 - 03/29/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
03/14/1995 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IN
04/05/1983 - 03/13/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
02/24/1978 - 06/08/1983
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
11/17/1975 - 02/03/1978
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
11/17/1975 - 02/03/1978
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 10/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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