Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Richard Starbuck is an investment advisor representative at Ameritas Advisory Services, LLC. Gerald Richard has been in the industry since February 6, 1999. Gerald Richard is registered to provide investment advice in California, Florida, Kansas, Missouri, South Carolina, and Texas. Gerald Richard has also held previous positions at Multi-Financial Securities Corporation, Vestax Securities Corporation, and Walnut Street Securities, Inc. Gerald Richard is licensed as an independent insurance agent to sell fixed insurance products and is a certified public accountant.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (Overland Park KS)
KS
01/01/2004 - 11/10/2005
MULTI-FINANCIAL SECURITIES CORPORATION (LEAWOOD KS)
OH
03/03/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
12/16/1998 - 03/03/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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