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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 Geddes is a financial advisor at Cetera Investment Advisers LLC with over 27 years of experience in the industry. Gerald has a strong background in financial planning and portfolio management, and is dedicated to providing personalized advice and services to help clients reach their financial goals. Gerald is a Registered Representative and Investment Advisor Representative in Maryland and Virginia, and holds Series 6, 7, 63, and 65 licenses. Gerald also holds a CPA designation. Gerald is passionate about helping clients achieve their financial goals and believes in building long-lasting relationships with each individual. Gerald has experience working with individuals, families, businesses, and charitable organizations. Gerald is committed to providing clients with a high level of personalized service and attention.
Vienna, VA
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.
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VA
09/07/2023 - Present
Cetera Investment Advisers LLC (Vienna VA)
CO
03/10/2023 - 05/11/2023
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
VA
10/05/2021 - 03/14/2023
SECURIAN FINANCIAL SERVICES, INC. (Fairfax VA)
VA
05/25/2004 - 09/27/2021
LPL FINANCIAL LLC (FAIRFAX VA)
FL
01/07/2004 - 05/12/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
11/09/2001 - 01/09/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
06/24/1999 - 12/05/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
12/01/1995 - 06/18/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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