Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Nackers is an investment advisor representative with Osaic Advisory Services, LLC. Gerald has been in the securities industry since January 3, 1990. Gerald is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming.
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.
1
2
WI
11/17/2020 - Present
Osaic Advisory Services, LLC (Appleton WI)
WI
12/19/2012 - 08/23/2024
TRIAD ADVISORS LLC (APPLETON WI)
WI
09/17/2009 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (APPLETON WI)
WI
01/02/2004 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (APPLETON WI)
WI
12/06/1991 - 12/31/2003
INVESTMENT DESIGNERS, INC. (BROOKFIELD WI)
NJ
01/04/1990 - 12/16/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/04/1990 - 12/16/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 01/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/20/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerald Nackers is the right advisor for you? Invested Better is here to help.
