Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Verdi is a registered representative with Variable Investment Associates, Inc. Gerald has over 25 years of experience in the financial services industry and holds the Series 6, 7, 63, and SIE licenses. Gerald's past affiliations include firms such as Allstate Financial Services, LLC, GWFS Equities, Inc., Transamerica Investors Securities Corporation, Kestra Investment Services, LLC, and Ameriprise Financial Services, Inc.
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.
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.
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2
SD
07/09/2024 - Present
Variable Investment Associates, Inc. (TEA SD)
CA
03/17/2021 - 07/02/2024
ALLSTATE FINANCIAL SERVICES, LLC (La Vern CA)
CO
01/09/2020 - 10/13/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
07/23/2018 - 07/01/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CA
01/05/2017 - 10/02/2017
KESTRA INVESTMENT SERVICES, LLC (PASADENA CA)
CA
10/05/2016 - 12/06/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
CA
06/01/2016 - 07/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Los Angeles CA)
CA
12/09/2015 - 02/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PASADENA CA)
CA
05/08/2015 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PASADENA CA)
SD
03/11/2015 - 05/15/2015
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
SD
02/20/2013 - 03/11/2015
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
CA
08/04/2014 - 08/12/2014
LPL FINANCIAL LLC (BREA CA)
CA
11/15/2012 - 02/19/2013
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
10/27/2010 - 11/02/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SD
07/09/2009 - 10/11/2010
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
CA
08/07/2006 - 07/05/2007
ALLSTATE FINANCIAL SERVICES, LLC (DIAMOND BAR CA)
CA
02/21/2006 - 03/30/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
07/26/2005 - 12/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
06/03/2003 - 06/30/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
06/03/2002 - 09/16/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/03/2002 - 09/16/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
04/12/2002 - 04/25/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
CA
09/24/2001 - 11/29/2001
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
CA
06/06/2001 - 10/02/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
SC
11/15/2000 - 06/06/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
04/26/2000 - 09/14/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
04/20/1998 - 03/27/2000
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
TX
09/28/1993 - 02/06/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
01/07/1998 - 01/13/1998
CROWELL, WEEDON & CO. (LOS ANGELES CA)
CA
07/13/1993 - 09/22/1993
UB INVESTMENT SERVICES, INC. (GLENDALE CA)
TX
03/03/1992 - 07/15/1993
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
08/08/1991 - 01/08/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
06/28/1991 - 08/28/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
07/20/1987 - 05/24/1988
WADDELL & REED, INC.
IA
Issued 08/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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