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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 Wolsfelt is an investment advisor representative with Kestra Advisory Services, LLC. Gerald has been in the financial services industry since 2006. Gerald is registered with the state of Alabama as a securities agent and as an investment advisor. Gerald is also registered with the state of Arkansas, Florida, Georgia, Louisiana, Tennessee, and Virginia. Gerald holds Series 6, 7, and 63 securities licenses as well as the SIE exam. Gerald is a member of Canterbury UMC Counseling Committee and Co-Managing Member, Principal of Veraison Equity Partners, LLC. Gerald provides clients with investment solutions to meet their needs and goals. Gerald has experience providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Gerald has experience working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Gerald's primary office location is at 3535 Grandview Parkway, Suite 300 in Birmingham, Alabama. Gerald is also registered with Kestra Advisory Services, LLC in Austin, Texas.
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.
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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TX
04/20/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
BC
Issued 01/13/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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